-8.1%
PATH vs BDX
+67.9%
-76.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -5.3% | +7.1% | -12.4% | -6.9% |
| 30D | -0.5% | +17.6% | -18.1% | -4.2% |
| 3M | -7.1% | +20.4% | -27.5% | -10.7% |
| 6M | +23.8% | +48.3% | -24.5% | +17.2% |
| YTD | -20.7% | +41.6% | -62.3% | -28.7% |
| 1Y | -8.1% | +55.7% | -63.8% | -18.6% |
| All | -8.1% | +67.9% | -76.0% | -18.6% |
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