-6.1%
PATH vs BTDR
-2.0%
-4.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.9% | -20.6% | -17.1% |
| 7D | -16.3% | +20.0% | -36.3% | -18.3% |
| 30D | +9.9% | +11.9% | -2.0% | +7.6% |
| 3M | +30.2% | -36.9% | +67.1% | +35.2% |
| 6M | +37.2% | +56.5% | -19.3% | +24.2% |
| YTD | -7.3% | +10.4% | -17.8% | -13.2% |
| 1Y | +40.0% | +3.1% | +36.9% | +30.2% |
| All | -6.1% | -2.0% | -4.1% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling