-21.8%
PATH vs BBAI
+47.0%
-68.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | -14.6% | +9.3% | -3.1% |
| 30D | -0.5% | -11.6% | +11.0% | +0.9% |
| 3M | -7.1% | -26.2% | +19.1% | -3.0% |
| 6M | +23.8% | -49.2% | +73.0% | +35.9% |
| YTD | -20.7% | -58.9% | +38.2% | -11.2% |
| 1Y | -8.1% | -60.8% | +52.7% | +3.3% |
| 3Y | -21.8% | +51.0% | -72.8% | -46.0% |
| All | -21.8% | +47.0% | -68.8% | -46.0% |
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