+40.5%
PATH vs BIYA
-99.8%
+140.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.7% | -14.9% | -16.6% |
| 7D | -16.3% | +1.3% | -17.7% | -16.3% |
| 30D | +9.9% | -21.0% | +30.9% | +10.5% |
| 3M | +30.2% | -74.3% | +104.5% | +30.1% |
| 6M | +37.2% | -84.6% | +121.8% | +35.2% |
| YTD | -7.3% | -94.2% | +86.8% | -7.6% |
| 1Y | +40.0% | -98.2% | +138.2% | +45.5% |
| All | +40.5% | -99.8% | +140.3% | +51.2% |
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