-5.3%
PATH vs BIDU
-34.6%
+29.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +2.2% |
| 7D | -4.8% | +1.2% | -6.0% | -5.0% |
| 30D | +2.7% | -7.5% | +10.2% | +3.9% |
| 3M | -4.2% | -28.6% | +24.4% | +0.1% |
| 6M | +24.7% | -36.9% | +61.7% | +30.5% |
| YTD | -17.6% | -38.4% | +20.9% | -13.2% |
| 1Y | -5.3% | -35.7% | +30.3% | -2.7% |
| All | -5.3% | -34.6% | +29.3% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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