-76.8%
PATH vs BA
-20.8%
-56.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -2.4% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -0.7% | -9.1% | +8.4% | +3.7% |
| 3M | -5.9% | -28.2% | +22.3% | +10.3% |
| 6M | +21.6% | -23.1% | +44.7% | +35.7% |
| YTD | -20.6% | -20.6% | -0.1% | -14.0% |
| 1Y | -10.6% | -12.7% | +2.1% | -8.5% |
| 3Y | -24.9% | -11.6% | -13.3% | -29.3% |
| 5Y | -76.8% | -23.1% | -53.7% | -78.3% |
| All | -76.8% | -20.8% | -56.1% | -78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling