+40.0%
PATH vs BDX
+27.3%
+12.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.5% | -15.1% | -16.5% |
| 7D | -16.3% | -2.5% | -13.8% | -16.1% |
| 30D | +9.9% | +8.3% | +1.7% | +9.1% |
| 3M | +30.2% | +24.4% | +5.8% | +28.6% |
| 6M | +37.2% | +9.2% | +28.0% | +32.5% |
| YTD | -7.3% | +22.7% | -30.0% | -10.6% |
| 1Y | +40.0% | +25.9% | +14.1% | +33.5% |
| All | +40.0% | +27.3% | +12.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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