-21.8%
PATH vs BTDR
+47.8%
-69.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.3% | -13.4% | -1.7% |
| 7D | -5.3% | -10.4% | +5.0% | -4.5% |
| 30D | -0.5% | -42.2% | +41.6% | +5.7% |
| 3M | -7.1% | -42.8% | +35.7% | -2.4% |
| 6M | +23.8% | -60.2% | +84.0% | +33.6% |
| YTD | -20.7% | -46.3% | +25.7% | -20.2% |
| 1Y | -8.1% | -71.7% | +63.6% | +0.8% |
| 3Y | -21.8% | +54.6% | -76.5% | -46.7% |
| All | -21.8% | +47.8% | -69.6% | -46.7% |
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