-8.6%
PATH vs BITO
-31.2%
+22.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.1% |
| 7D | -2.7% | -7.0% | +4.3% | -1.1% |
| 30D | -1.4% | -10.2% | +8.8% | +1.0% |
| 3M | -16.4% | +16.2% | -32.6% | -18.0% |
| 6M | +23.3% | -10.7% | +34.0% | +24.7% |
| YTD | -19.8% | -17.4% | -2.5% | -19.8% |
| 1Y | -8.6% | -29.9% | +21.4% | -3.9% |
| All | -8.6% | -31.2% | +22.6% | -3.9% |
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