-81.2%
PATH vs BMY
+15.5%
-96.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | -5.3% | -0.5% | -4.8% | -5.2% |
| 30D | -0.5% | +4.1% | -4.6% | -1.5% |
| 3M | -7.1% | -3.1% | -4.0% | -6.4% |
| 6M | +23.8% | +11.0% | +12.8% | +20.9% |
| YTD | -20.7% | +19.1% | -39.8% | -24.2% |
| 1Y | -8.1% | +37.8% | -45.8% | -15.2% |
| 3Y | -21.8% | +34.2% | -56.0% | -28.8% |
| 5Y | -76.8% | +27.2% | -104.1% | -77.3% |
| All | -81.2% | +15.5% | -96.7% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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