-5.3%
PATH vs BEN
+56.2%
-61.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +1.6% |
| 7D | -4.8% | +6.7% | -11.5% | -6.5% |
| 30D | +2.7% | +3.0% | -0.4% | +1.7% |
| 3M | -4.2% | -4.3% | +0.2% | -3.1% |
| 6M | +24.7% | +16.4% | +8.4% | +17.8% |
| YTD | -17.6% | +46.8% | -64.3% | -30.1% |
| 1Y | -5.3% | +57.3% | -62.7% | -22.1% |
| All | -5.3% | +56.2% | -61.6% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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