-81.4%
PATH vs BTG
+26.5%
-107.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.4% | -0.1% |
| 7D | -2.3% | +13.0% | -15.3% | -4.4% |
| 30D | -4.8% | +1.1% | -6.0% | -5.3% |
| 3M | -17.7% | +5.3% | -23.0% | -18.9% |
| 6M | +18.9% | +1.1% | +17.9% | +17.1% |
| YTD | -21.7% | +19.2% | -40.9% | -26.8% |
| 1Y | -9.6% | +31.5% | -41.1% | -17.2% |
| 3Y | -25.8% | +94.3% | -120.1% | -41.1% |
| 5Y | -77.1% | +41.8% | -118.9% | -80.7% |
| All | -81.4% | +26.5% | -107.9% | -82.5% |
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