-8.1%
PATH vs BTDR
-60.5%
+52.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.8% | +12.5% | +0.2% |
| 7D | +0.7% | +15.4% | -14.8% | +0.1% |
| 30D | -1.1% | -33.4% | +32.3% | 0.0% |
| 3M | -14.2% | -32.0% | +17.9% | -13.5% |
| 6M | +30.9% | -52.2% | +83.1% | +33.6% |
| YTD | -20.1% | -45.3% | +25.2% | -21.4% |
| 1Y | -8.1% | -56.0% | +48.0% | -7.5% |
| All | -8.1% | -60.5% | +52.4% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling