-8.1%
PATH vs BMY
+38.4%
-46.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.3% |
| 3M | -7.1% | -3.1% | -4.0% | -6.1% |
| 6M | +23.8% | +11.0% | +12.8% | +23.1% |
| YTD | -20.7% | +19.1% | -39.8% | -26.3% |
| 1Y | -8.1% | +37.8% | -45.8% | -23.2% |
| All | -8.1% | +38.4% | -46.5% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling