-75.7%
PATH vs BA
-1.7%
-74.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.5% | -17.0% |
| 7D | -16.3% | +1.2% | -17.5% | -16.9% |
| 30D | +9.9% | -11.6% | +21.5% | +16.7% |
| 3M | +30.2% | -2.4% | +32.5% | +30.4% |
| 6M | +37.2% | -6.6% | +43.8% | +38.6% |
| YTD | -7.3% | -2.2% | -5.1% | -9.0% |
| 1Y | +40.0% | -8.0% | +48.0% | +41.1% |
| 3Y | -4.4% | -5.0% | +0.6% | -9.6% |
| All | -75.7% | -1.7% | -74.0% | -80.0% |
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