-21.8%
PATH vs BMY
+35.4%
-57.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.4% |
| 7D | -5.6% | +2.8% | -8.4% | -6.1% |
| 30D | -0.7% | +5.9% | -6.6% | -1.9% |
| 3M | -5.9% | -0.8% | -5.1% | -5.6% |
| 6M | +21.6% | +12.1% | +9.5% | +19.0% |
| YTD | -20.6% | +21.0% | -41.6% | -24.0% |
| 1Y | -10.6% | +40.4% | -51.0% | -17.1% |
| All | -21.8% | +35.4% | -57.2% | -24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling