-77.0%
PATH vs BTG
+47.1%
-124.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | -0.5% |
| 7D | -5.3% | +17.4% | -22.7% | -7.8% |
| 30D | -0.5% | +8.0% | -8.5% | -2.0% |
| 3M | -7.1% | +32.5% | -39.7% | -12.0% |
| 6M | +23.8% | +21.6% | +2.2% | +18.1% |
| YTD | -20.7% | +21.2% | -41.9% | -25.8% |
| 1Y | -8.1% | +43.9% | -51.9% | -17.0% |
| 3Y | -21.8% | +78.6% | -100.4% | -36.0% |
| All | -77.0% | +47.1% | -124.1% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling