-81.2%
PATH vs BBY
+7.3%
-88.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.3% | +4.2% | -9.5% | -7.1% |
| 30D | -0.5% | +17.8% | -18.3% | -7.9% |
| 3M | -7.1% | +25.8% | -33.0% | -17.4% |
| 6M | +23.8% | +73.8% | -50.0% | -6.5% |
| YTD | -20.7% | +54.7% | -75.4% | -37.3% |
| 1Y | -8.1% | +33.4% | -41.4% | -22.1% |
| 3Y | -21.8% | +72.2% | -94.0% | -49.7% |
| 5Y | -76.8% | -2.5% | -74.3% | -81.3% |
| All | -81.2% | +7.3% | -88.4% | -85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling