-81.1%
PATH vs BN
+85.2%
-166.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -1.2% |
| 7D | -5.6% | +5.7% | -11.3% | -10.2% |
| 30D | -0.7% | +12.0% | -12.7% | -9.9% |
| 3M | -5.9% | -6.1% | +0.2% | -1.3% |
| 6M | +21.6% | -8.6% | +30.2% | +29.3% |
| YTD | -20.6% | -8.5% | -12.1% | -17.1% |
| 1Y | -10.6% | -8.4% | -2.2% | -6.9% |
| 3Y | -24.9% | +92.3% | -117.1% | -62.1% |
| 5Y | -76.8% | +31.3% | -108.2% | -83.9% |
| All | -81.1% | +85.2% | -166.3% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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