-77.4%
PATH vs BBIO
+50.2%
-127.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.1% | -1.1% |
| 7D | -2.7% | +3.9% | -6.6% | -3.4% |
| 30D | -3.7% | +19.3% | -23.0% | -7.0% |
| 3M | -13.8% | -7.8% | -6.0% | -12.7% |
| 6M | +20.3% | +15.6% | +4.7% | +15.9% |
| YTD | -20.8% | +1.9% | -22.7% | -22.5% |
| 1Y | -9.2% | +26.1% | -35.3% | -14.9% |
| 3Y | -21.8% | +187.9% | -209.6% | -40.2% |
| 5Y | -77.4% | +52.8% | -130.2% | -87.8% |
| All | -77.4% | +50.2% | -127.7% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling