-21.8%
PATH vs BA
-11.9%
-9.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -3.0% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -0.7% | -9.1% | +8.4% | +1.8% |
| 3M | -5.9% | -28.2% | +22.3% | +2.8% |
| 6M | +21.6% | -23.1% | +44.7% | +29.4% |
| YTD | -20.6% | -20.6% | -0.1% | -16.8% |
| 1Y | -10.6% | -12.7% | +2.1% | -9.3% |
| All | -21.8% | -11.9% | -9.8% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling