-75.7%
PATH vs BEN
+39.3%
-115.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.5% | -20.1% | -19.2% |
| 7D | -16.3% | +0.2% | -16.5% | -17.0% |
| 30D | +9.9% | -0.5% | +10.5% | +9.6% |
| 3M | +30.2% | +9.7% | +20.4% | +20.0% |
| 6M | +37.2% | +33.9% | +3.3% | +6.5% |
| YTD | -7.3% | +49.0% | -56.3% | -34.4% |
| 1Y | +40.0% | +42.1% | -2.1% | +2.5% |
| 3Y | -4.4% | +51.9% | -56.3% | -36.2% |
| All | -75.7% | +39.3% | -115.0% | -84.0% |
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