-80.4%
PATH vs BB
+8.3%
-88.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.0% | -4.1% | +0.1% |
| 7D | -4.8% | -6.8% | +2.0% | -2.3% |
| 30D | +2.7% | -3.5% | +6.2% | +2.9% |
| 3M | -4.2% | -1.2% | -2.9% | -5.5% |
| 6M | +24.7% | +57.0% | -32.2% | -4.8% |
| YTD | -17.6% | +131.1% | -148.7% | -47.9% |
| 1Y | -5.3% | +87.6% | -92.9% | -34.6% |
| 3Y | -22.0% | +134.2% | -156.2% | -55.8% |
| 5Y | -76.5% | -19.9% | -56.6% | -81.5% |
| All | -80.4% | +8.3% | -88.7% | -86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling