+40.0%
PATH vs BAX
+9.9%
+30.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.0% | -17.6% | -16.7% |
| 7D | -16.3% | -1.1% | -15.2% | -16.2% |
| 30D | +9.9% | -5.5% | +15.4% | +10.5% |
| 3M | +30.2% | +33.5% | -3.4% | +28.5% |
| 6M | +37.2% | +35.9% | +1.4% | +34.9% |
| YTD | -7.3% | +35.4% | -42.7% | -8.4% |
| 1Y | +40.0% | +9.8% | +30.2% | +40.9% |
| All | +40.0% | +9.9% | +30.1% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling