-8.1%
PATH vs BNS
+44.1%
-52.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -5.3% | -2.2% | -3.1% | -5.2% |
| 30D | -0.5% | +5.1% | -5.6% | +0.1% |
| 3M | -7.1% | +4.7% | -11.9% | -5.9% |
| 6M | +23.8% | +19.0% | +4.8% | +28.3% |
| YTD | -20.7% | +28.2% | -48.8% | -16.1% |
| 1Y | -8.1% | +43.4% | -51.4% | -6.4% |
| All | -8.1% | +44.1% | -52.2% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling