-78.0%
PATH vs BBIO
+40.1%
-118.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.8% | -15.9% | -16.5% |
| 7D | -16.3% | -2.3% | -14.0% | -15.9% |
| 30D | +9.9% | -8.7% | +18.6% | +11.8% |
| 3M | +30.2% | +11.2% | +19.0% | +27.0% |
| 6M | +37.2% | +12.5% | +24.7% | +32.5% |
| YTD | -7.3% | -2.2% | -5.2% | -8.5% |
| 1Y | +40.0% | +44.4% | -4.4% | +27.4% |
| 3Y | -4.4% | +144.7% | -149.1% | -25.4% |
| 5Y | -76.0% | +45.0% | -121.0% | -85.5% |
| All | -78.0% | +40.1% | -118.1% | -86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling