-81.0%
PATH vs BTG
+23.4%
-104.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.9% | +2.8% |
| 7D | -2.7% | +1.4% | -4.1% | -3.1% |
| 30D | -1.4% | -1.1% | -0.2% | -1.5% |
| 3M | -16.4% | +2.5% | -19.0% | -17.3% |
| 6M | +23.3% | -3.1% | +26.3% | +22.2% |
| YTD | -19.8% | +16.3% | -36.1% | -24.7% |
| 1Y | -8.6% | +27.6% | -36.2% | -15.8% |
| 3Y | -24.0% | +89.5% | -113.6% | -39.4% |
| 5Y | -77.1% | +33.6% | -110.7% | -80.5% |
| All | -81.0% | +23.4% | -104.3% | -82.0% |
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