-81.2%
PATH vs BNY
+272.2%
-353.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -5.3% | +0.4% | -5.7% | -5.6% |
| 30D | -0.5% | +4.0% | -4.5% | -3.4% |
| 3M | -7.1% | -6.6% | -0.6% | -3.0% |
| 6M | +23.8% | +11.5% | +12.4% | +11.4% |
| YTD | -20.7% | +29.5% | -50.2% | -37.2% |
| 1Y | -8.1% | +38.7% | -46.7% | -31.0% |
| 3Y | -21.8% | +251.5% | -273.3% | -72.8% |
| 5Y | -76.8% | +187.5% | -264.3% | -91.5% |
| All | -81.2% | +272.2% | -353.3% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling