-80.8%
PATH vs BTG
+16.9%
-97.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.5% |
| 7D | +2.1% | -9.1% | +11.2% | +3.6% |
| 30D | +1.6% | -1.6% | +3.2% | +1.5% |
| 3M | -20.4% | -2.8% | -17.6% | -20.5% |
| 6M | +40.1% | -7.6% | +47.7% | +40.0% |
| YTD | -19.0% | +10.2% | -29.3% | -23.3% |
| 1Y | -5.8% | +21.3% | -27.1% | -12.6% |
| 3Y | -22.9% | +82.7% | -105.6% | -38.3% |
| 5Y | -75.3% | +30.8% | -106.1% | -78.9% |
| All | -80.8% | +16.9% | -97.7% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling