-77.0%
PATH vs BBAI
-77.8%
+0.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | -14.6% | +9.3% | -4.4% |
| 30D | -0.5% | -11.6% | +11.0% | +0.1% |
| 3M | -7.1% | -26.2% | +19.1% | -5.5% |
| 6M | +23.8% | -49.2% | +73.0% | +28.4% |
| YTD | -20.7% | -58.9% | +38.2% | -17.0% |
| 1Y | -8.1% | -60.8% | +52.7% | -3.7% |
| 3Y | -21.8% | +51.0% | -72.8% | -25.6% |
| All | -77.0% | -77.8% | +0.8% | -76.8% |
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