-81.2%
PATH vs BNS
+99.2%
-180.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -5.3% | -2.2% | -3.1% | -3.7% |
| 30D | -0.5% | +5.1% | -5.6% | -4.4% |
| 3M | -7.1% | +4.7% | -11.9% | -10.9% |
| 6M | +23.8% | +19.0% | +4.8% | +5.8% |
| YTD | -20.7% | +28.2% | -48.8% | -37.2% |
| 1Y | -8.1% | +43.4% | -51.4% | -34.6% |
| 3Y | -21.8% | +143.1% | -164.9% | -67.3% |
| 5Y | -76.8% | +77.3% | -154.2% | -85.9% |
| All | -81.2% | +99.2% | -180.4% | -85.9% |
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