-81.2%
PATH vs BEN
+52.0%
-133.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -3.3% |
| 7D | -5.3% | +6.6% | -11.9% | -9.5% |
| 30D | -0.5% | +3.8% | -4.4% | -3.3% |
| 3M | -7.1% | +0.2% | -7.4% | -8.1% |
| 6M | +23.8% | +10.4% | +13.4% | +13.4% |
| YTD | -20.7% | +46.2% | -66.8% | -41.5% |
| 1Y | -8.1% | +52.3% | -60.3% | -34.3% |
| 3Y | -21.8% | +65.9% | -87.8% | -49.9% |
| 5Y | -76.8% | +20.6% | -97.4% | -83.4% |
| All | -81.2% | +52.0% | -133.2% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling