-6.1%
PATH vs BB
+38.2%
-44.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | -5.6% | -10.7% | -14.8% |
| 30D | +9.9% | -11.8% | +21.7% | +14.1% |
| 3M | +30.2% | -25.5% | +55.7% | +39.3% |
| 6M | +37.2% | +121.3% | -84.0% | -1.2% |
| YTD | -7.3% | +103.2% | -110.5% | -31.0% |
| 1Y | +40.0% | +102.6% | -62.6% | +4.7% |
| All | -6.1% | +38.2% | -44.4% | -40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling