-5.3%
PATH vs BITO
-25.7%
+20.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +2.2% |
| 7D | -4.8% | -1.9% | -2.9% | -4.4% |
| 30D | +2.7% | -6.7% | +9.4% | +4.2% |
| 3M | -4.2% | +23.1% | -27.2% | -7.4% |
| 6M | +24.7% | -2.0% | +26.8% | +23.8% |
| YTD | -17.6% | -11.4% | -6.2% | -18.5% |
| 1Y | -5.3% | -23.4% | +18.0% | -2.1% |
| All | -5.3% | -25.7% | +20.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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