-81.2%
PATH vs BB
+8.0%
-89.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -1.9% |
| 7D | -5.3% | +3.8% | -9.1% | -6.9% |
| 30D | -0.5% | -0.3% | -0.2% | -1.3% |
| 3M | -7.1% | -0.5% | -6.7% | -8.8% |
| 6M | +23.8% | +45.9% | -22.1% | -2.2% |
| YTD | -20.7% | +130.6% | -151.3% | -49.8% |
| 1Y | -8.1% | +89.2% | -97.2% | -36.8% |
| 3Y | -21.8% | +137.5% | -159.3% | -56.0% |
| 5Y | -76.8% | -20.9% | -55.9% | -81.7% |
| All | -81.2% | +8.0% | -89.2% | -87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling