-81.2%
PATH vs BTG
+28.6%
-109.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | -0.5% |
| 7D | -5.3% | +17.4% | -22.7% | -7.9% |
| 30D | -0.5% | +8.0% | -8.5% | -2.1% |
| 3M | -7.1% | +32.5% | -39.7% | -12.2% |
| 6M | +23.8% | +21.6% | +2.2% | +17.9% |
| YTD | -20.7% | +21.2% | -41.9% | -26.0% |
| 1Y | -8.1% | +43.9% | -51.9% | -17.2% |
| 3Y | -21.8% | +78.6% | -100.4% | -36.3% |
| 5Y | -76.8% | +48.8% | -125.7% | -80.6% |
| All | -81.2% | +28.6% | -109.8% | -82.3% |
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