-81.2%
PATH vs BR
+31.5%
-112.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +1.5% |
| 7D | -5.3% | +6.5% | -11.8% | -10.7% |
| 30D | -0.5% | +18.9% | -19.4% | -15.2% |
| 3M | -7.1% | +16.3% | -23.4% | -18.5% |
| 6M | +23.8% | +26.2% | -2.4% | +1.6% |
| YTD | -20.7% | -13.1% | -7.6% | -11.5% |
| 1Y | -8.1% | -10.5% | +2.4% | -0.2% |
| 3Y | -21.8% | +13.3% | -35.2% | -35.2% |
| 5Y | -76.8% | +19.9% | -96.8% | -84.4% |
| All | -81.2% | +31.5% | -112.6% | -87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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