-80.1%
PATH vs BRKR
-18.9%
-61.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -9.5% | -8.7% | -0.8% | -6.0% |
| 30D | -9.9% | -9.9% | 0.0% | -6.0% |
| 3M | +29.1% | -3.1% | +32.2% | +25.3% |
| 6M | +11.1% | +45.5% | -34.4% | -14.3% |
| YTD | -16.1% | +13.7% | -29.8% | -27.2% |
| 1Y | +17.6% | +67.4% | -49.8% | -19.0% |
| 3Y | -28.3% | -13.2% | -15.1% | -31.9% |
| 5Y | -75.2% | -39.5% | -35.7% | -72.8% |
| All | -80.1% | -18.9% | -61.2% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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