-81.2%
PATH vs BR
+32.8%
-114.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -1.0% |
| 7D | -2.7% | +4.4% | -7.1% | -6.5% |
| 30D | -3.7% | +16.3% | -20.0% | -16.2% |
| 3M | -13.8% | +16.2% | -30.0% | -24.3% |
| 6M | +20.3% | +30.3% | -10.0% | -4.0% |
| YTD | -20.8% | -12.2% | -8.6% | -12.4% |
| 1Y | -9.2% | -11.3% | +2.0% | -0.7% |
| 3Y | -21.8% | +15.2% | -37.0% | -36.1% |
| 5Y | -77.4% | +18.0% | -95.5% | -84.9% |
| All | -81.2% | +32.8% | -114.0% | -87.5% |
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