-21.8%
PATH vs BTG
+78.1%
-99.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | -0.3% |
| 7D | -5.3% | +17.4% | -22.7% | -7.0% |
| 30D | -0.5% | +8.0% | -8.5% | -1.5% |
| 3M | -7.1% | +32.5% | -39.7% | -10.3% |
| 6M | +23.8% | +21.6% | +2.2% | +20.1% |
| YTD | -20.7% | +21.2% | -41.9% | -24.1% |
| 1Y | -8.1% | +43.9% | -51.9% | -14.0% |
| 3Y | -21.8% | +78.6% | -100.4% | -26.8% |
| All | -21.8% | +78.1% | -99.9% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling