-78.0%
PATH vs BTG
+33.1%
-111.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.4% | -15.2% | -16.4% |
| 7D | -16.3% | -0.9% | -15.4% | -16.2% |
| 30D | +9.9% | +36.8% | -26.9% | +3.8% |
| 3M | +30.2% | +23.1% | +7.1% | +24.8% |
| 6M | +37.2% | +3.5% | +33.7% | +34.3% |
| YTD | -7.3% | +25.5% | -32.8% | -13.6% |
| 1Y | +40.0% | +40.1% | -0.1% | +25.9% |
| 3Y | -4.4% | +101.1% | -105.5% | -24.2% |
| 5Y | -76.0% | +70.6% | -146.6% | -80.5% |
| All | -78.0% | +33.1% | -111.1% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling