-81.0%
PATH vs BBIO
+46.3%
-127.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | +0.7% | +5.3% | -4.6% | -0.4% |
| 30D | -1.1% | +23.5% | -24.6% | -5.3% |
| 3M | -14.2% | -6.8% | -7.4% | -13.2% |
| 6M | +30.9% | +18.5% | +12.3% | +25.4% |
| YTD | -20.1% | +2.2% | -22.3% | -21.9% |
| 1Y | -8.1% | +18.0% | -26.1% | -12.8% |
| 3Y | -24.3% | +188.5% | -212.7% | -42.7% |
| 5Y | -75.6% | +63.3% | -138.9% | -85.9% |
| All | -81.0% | +46.3% | -127.3% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling