-80.8%
PATH vs BNS
+101.1%
-181.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +2.1% | +0.9% | +1.1% | +1.3% |
| 30D | +1.6% | +2.8% | -1.2% | -0.6% |
| 3M | -20.4% | +3.0% | -23.4% | -22.6% |
| 6M | +40.1% | +23.3% | +16.9% | +16.3% |
| YTD | -19.0% | +29.3% | -48.4% | -36.4% |
| 1Y | -5.8% | +41.7% | -47.5% | -32.1% |
| 3Y | -22.9% | +147.7% | -170.7% | -68.2% |
| 5Y | -75.3% | +79.4% | -154.7% | -85.1% |
| All | -80.8% | +101.1% | -181.8% | -85.7% |
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