-81.2%
PATH vs BIL
+19.4%
-100.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | -0.3% | -5.1% | -5.3% |
| 30D | -0.5% | 0.0% | -0.5% | 0.0% |
| 3M | -7.1% | +0.3% | -7.5% | -7.4% |
| 6M | +23.8% | +1.2% | +22.6% | +22.2% |
| YTD | -20.7% | +2.5% | -23.1% | -22.3% |
| 1Y | -8.1% | +3.0% | -11.1% | -10.3% |
| 3Y | -21.8% | +13.2% | -35.0% | -47.5% |
| 5Y | -76.8% | +19.4% | -96.3% | -92.3% |
| All | -81.2% | +19.4% | -100.5% | -93.9% |
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