-6.1%
PATH vs BBAI
+63.1%
-69.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.0% | -14.6% | -16.3% |
| 7D | -16.3% | -4.3% | -12.0% | -15.7% |
| 30D | +9.9% | -3.6% | +13.5% | +10.7% |
| 3M | +30.2% | -38.8% | +68.9% | +39.8% |
| 6M | +37.2% | -23.8% | +61.0% | +42.0% |
| YTD | -7.3% | -45.9% | +38.6% | +0.2% |
| 1Y | +40.0% | -40.8% | +80.8% | +48.4% |
| All | -6.1% | +63.1% | -69.2% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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