-8.1%
PATH vs BHP
+49.6%
-57.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | 0.0% |
| 7D | -5.3% | +0.9% | -6.2% | -5.3% |
| 30D | -0.5% | -6.3% | +5.7% | -1.0% |
| 3M | -7.1% | -7.1% | 0.0% | -7.7% |
| 6M | +23.8% | -3.2% | +27.0% | +23.8% |
| YTD | -20.7% | +37.9% | -58.6% | -30.4% |
| 1Y | -8.1% | +49.7% | -57.7% | -30.0% |
| All | -8.1% | +49.6% | -57.7% | -30.0% |
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