-77.4%
PATH vs BMY
+28.6%
-106.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.7% | -1.4% | -1.3% | -2.4% |
| 30D | -3.7% | +5.1% | -8.8% | -4.9% |
| 3M | -13.8% | -3.0% | -10.8% | -13.1% |
| 6M | +20.3% | +13.1% | +7.2% | +16.9% |
| YTD | -20.8% | +20.3% | -41.1% | -24.7% |
| 1Y | -9.2% | +39.0% | -48.2% | -16.7% |
| 3Y | -21.8% | +42.0% | -63.7% | -30.2% |
| 5Y | -77.4% | +28.5% | -106.0% | -77.9% |
| All | -77.4% | +28.6% | -106.1% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling