+40.0%
PATH vs BHP
+65.8%
-25.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.5% | -14.2% | -16.5% |
| 7D | -16.3% | -5.0% | -11.3% | -16.1% |
| 30D | +9.9% | +1.2% | +8.7% | +10.0% |
| 3M | +30.2% | +1.8% | +28.3% | +30.3% |
| 6M | +37.2% | +18.0% | +19.2% | +36.7% |
| YTD | -7.3% | +52.7% | -60.0% | -20.9% |
| 1Y | +40.0% | +66.0% | -26.0% | +13.2% |
| All | +40.0% | +65.8% | -25.8% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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