-21.8%
PATH vs BTG
+101.8%
-123.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.2% | -5.3% | -0.7% |
| 7D | -2.7% | +19.1% | -21.8% | -4.5% |
| 30D | -3.7% | +8.2% | -11.9% | -4.7% |
| 3M | -13.8% | +13.3% | -27.1% | -15.1% |
| 6M | +20.3% | +8.1% | +12.2% | +18.2% |
| YTD | -20.8% | +27.5% | -48.3% | -24.7% |
| 1Y | -9.2% | +47.1% | -56.3% | -15.3% |
| 3Y | -21.8% | +105.8% | -127.5% | -30.4% |
| All | -21.8% | +101.8% | -123.6% | -30.4% |
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