-6.1%
PATH vs BBY
+39.1%
-45.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.2% | -19.8% | -17.4% |
| 7D | -16.3% | +9.5% | -25.8% | -18.4% |
| 30D | +9.9% | +6.8% | +3.1% | +7.6% |
| 3M | +30.2% | +28.9% | +1.3% | +21.3% |
| 6M | +37.2% | +37.8% | -0.6% | +24.9% |
| YTD | -7.3% | +38.7% | -46.1% | -16.1% |
| 1Y | +40.0% | +23.7% | +16.3% | +30.3% |
| All | -6.1% | +39.1% | -45.2% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling