-76.8%
PATH vs BBAI
-77.8%
+1.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.3% | +9.6% | -2.9% |
| 7D | -5.6% | -16.9% | +11.3% | -4.6% |
| 30D | -0.7% | -14.0% | +13.3% | +0.1% |
| 3M | -5.9% | -26.7% | +20.9% | -4.2% |
| 6M | +21.6% | -46.4% | +68.0% | +25.7% |
| YTD | -20.6% | -58.9% | +38.3% | -17.0% |
| 1Y | -10.6% | -63.8% | +53.2% | -6.0% |
| 3Y | -24.9% | +54.2% | -79.1% | -28.6% |
| 5Y | -76.8% | -77.7% | +0.9% | -76.6% |
| All | -76.8% | -77.8% | +1.0% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling