-16.0%
PATH vs BNY
+297.4%
-313.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -16.9% | -16.8% |
| 7D | -16.3% | +1.4% | -17.7% | -17.2% |
| 30D | +9.9% | +3.8% | +6.1% | +6.7% |
| 3M | +30.2% | +14.9% | +15.3% | +15.7% |
| 6M | +37.2% | +40.3% | -3.1% | +2.7% |
| YTD | -7.3% | +43.8% | -51.1% | -32.1% |
| 1Y | +40.0% | +58.9% | -18.9% | -5.7% |
| All | -16.0% | +297.4% | -313.4% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling