-81.2%
PATH vs BUD
+32.5%
-113.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.5% |
| 7D | -5.3% | +4.5% | -9.8% | -7.1% |
| 30D | -0.5% | +12.5% | -13.1% | -5.4% |
| 3M | -7.1% | 0.0% | -7.1% | -7.4% |
| 6M | +23.8% | +3.8% | +20.0% | +20.9% |
| YTD | -20.7% | +33.1% | -53.7% | -32.3% |
| 1Y | -8.1% | +35.5% | -43.6% | -22.6% |
| 3Y | -21.8% | +49.4% | -71.2% | -40.2% |
| 5Y | -76.8% | +48.0% | -124.9% | -83.1% |
| All | -81.2% | +32.5% | -113.7% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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