-8.6%
PATH vs BBWI
-1.7%
-6.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.4% |
| 7D | -2.7% | -6.2% | +3.5% | -2.0% |
| 30D | -3.7% | +25.5% | -29.2% | -6.1% |
| 3M | -13.8% | +8.0% | -21.7% | -14.8% |
| 6M | +20.3% | +12.7% | +7.6% | +17.9% |
| YTD | -20.8% | +11.6% | -32.4% | -23.4% |
| All | -8.6% | -1.7% | -6.9% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling