-79.7%
PATH vs BRKR
-11.4%
-68.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.2% | -7.5% | -7.7% |
| 7D | -22.8% | +4.2% | -26.9% | -24.0% |
| 30D | -6.9% | +9.3% | -16.2% | -10.5% |
| 3M | +25.4% | +3.8% | +21.6% | +18.4% |
| 6M | +18.1% | +59.5% | -41.4% | -12.2% |
| YTD | -14.5% | +24.2% | -38.7% | -28.4% |
| 1Y | +18.7% | +90.5% | -71.7% | -23.0% |
| 3Y | -24.2% | -3.8% | -20.4% | -31.3% |
| 5Y | -75.2% | -34.8% | -40.4% | -73.6% |
| All | -79.7% | -11.4% | -68.3% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling