+21.6%
PATH vs BIYA
-99.9%
+121.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.0% | +2.3% |
| 7D | -2.7% | +2.5% | -5.3% | -2.8% |
| 30D | -1.4% | -22.3% | +20.9% | -0.8% |
| 3M | -16.4% | -54.8% | +38.4% | -15.3% |
| 6M | +23.3% | -86.5% | +109.7% | +22.8% |
| YTD | -19.8% | -96.8% | +77.0% | -19.4% |
| 1Y | -8.6% | -98.6% | +90.1% | -5.7% |
| All | +21.6% | -99.9% | +121.4% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling