-81.2%
PATH vs BND
+0.2%
-81.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | +0.1% |
| 7D | -5.3% | 0.0% | -5.4% | -5.4% |
| 30D | -0.5% | +2.3% | -2.8% | -4.2% |
| 3M | -7.1% | -0.2% | -6.9% | -6.7% |
| 6M | +23.8% | -1.0% | +24.8% | +26.0% |
| YTD | -20.7% | -0.4% | -20.3% | -20.1% |
| 1Y | -8.1% | -0.1% | -7.9% | -7.9% |
| 3Y | -21.8% | +15.1% | -36.9% | -41.1% |
| 5Y | -76.8% | -1.5% | -75.3% | -79.5% |
| All | -81.2% | +0.2% | -81.4% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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