-74.9%
PATH vs BRKR
-39.9%
-35.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.9% |
| 7D | -23.9% | -9.8% | -14.0% | -20.5% |
| 30D | -11.8% | -6.1% | -5.7% | -9.6% |
| 3M | +29.0% | -2.4% | +31.4% | +24.8% |
| 6M | +19.7% | +46.7% | -27.0% | -8.1% |
| YTD | -15.4% | +14.0% | -29.3% | -26.6% |
| 1Y | +19.5% | +76.5% | -57.1% | -20.3% |
| 3Y | -24.9% | -11.7% | -13.2% | -29.6% |
| 5Y | -74.9% | -39.3% | -35.6% | -74.5% |
| All | -74.9% | -39.9% | -35.1% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling