-80.4%
PATH vs BIL
+19.3%
-99.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | +2.7% | 0.0% | +2.7% | +3.3% |
| 3M | -4.2% | +0.3% | -4.5% | -4.6% |
| 6M | +24.7% | +1.2% | +23.5% | +23.1% |
| YTD | -17.6% | +2.4% | -20.0% | -19.2% |
| 1Y | -5.3% | +3.0% | -8.4% | -7.6% |
| 3Y | -22.0% | +13.1% | -35.1% | -47.5% |
| 5Y | -76.5% | +19.4% | -95.9% | -92.2% |
| All | -80.4% | +19.3% | -99.7% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling