-81.1%
PATH vs BAX
-67.5%
-13.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -3.0% |
| 7D | -5.6% | +9.1% | -14.7% | -7.6% |
| 30D | -0.7% | +5.3% | -6.0% | -2.0% |
| 3M | -5.9% | -6.1% | +0.2% | -4.6% |
| 6M | +21.6% | +53.3% | -31.7% | +10.0% |
| YTD | -20.6% | +34.4% | -55.0% | -27.0% |
| 1Y | -10.6% | +43.2% | -53.8% | -19.4% |
| 3Y | -24.9% | -20.1% | -4.7% | -22.4% |
| 5Y | -76.8% | -63.7% | -13.1% | -71.7% |
| All | -81.1% | -67.5% | -13.6% | -78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling