-81.4%
PATH vs BNS
+101.3%
-182.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.6% |
| 7D | -2.3% | -1.1% | -1.2% | -1.5% |
| 30D | -4.8% | +4.7% | -9.5% | -8.3% |
| 3M | -17.7% | +5.5% | -23.2% | -21.5% |
| 6M | +18.9% | +21.7% | -2.8% | -0.2% |
| YTD | -21.7% | +29.5% | -51.2% | -38.5% |
| 1Y | -9.6% | +41.9% | -51.6% | -35.0% |
| 3Y | -25.8% | +148.5% | -174.3% | -69.5% |
| 5Y | -77.1% | +80.3% | -157.4% | -86.2% |
| All | -81.4% | +101.3% | -182.7% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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