-77.1%
PATH vs BEN
+30.9%
-108.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -2.0% |
| 7D | -2.3% | +12.1% | -14.4% | -10.9% |
| 30D | -4.8% | +13.4% | -18.2% | -14.1% |
| 3M | -17.7% | +9.4% | -27.1% | -24.1% |
| 6M | +18.9% | +19.3% | -0.3% | +1.3% |
| YTD | -21.7% | +57.3% | -79.0% | -48.0% |
| 1Y | -9.6% | +69.1% | -78.8% | -43.6% |
| 3Y | -25.8% | +85.6% | -111.5% | -60.5% |
| 5Y | -77.1% | +32.9% | -110.0% | -84.5% |
| All | -77.1% | +30.9% | -108.0% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling