-80.3%
PATH vs BBIO
+42.4%
-122.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.5% |
| 7D | -24.6% | -0.5% | -24.0% | -24.5% |
| 30D | -13.0% | -10.1% | -2.8% | -11.2% |
| 3M | +26.2% | +12.4% | +13.8% | +22.8% |
| 6M | +13.4% | +15.9% | -2.5% | +8.8% |
| YTD | -17.2% | -0.5% | -16.7% | -18.5% |
| 1Y | +14.0% | +42.2% | -28.2% | +4.0% |
| 3Y | -26.6% | +167.8% | -194.4% | -43.6% |
| 5Y | -75.1% | +49.6% | -124.6% | -85.1% |
| All | -80.3% | +42.4% | -122.8% | -88.3% |
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