-81.1%
PATH vs BUD
+34.5%
-115.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -4.4% |
| 7D | -5.6% | +7.1% | -12.7% | -8.3% |
| 30D | -0.7% | +12.7% | -13.4% | -5.6% |
| 3M | -5.9% | 0.0% | -5.9% | -6.2% |
| 6M | +21.6% | +7.6% | +14.0% | +16.9% |
| YTD | -20.6% | +35.0% | -55.6% | -32.6% |
| 1Y | -10.6% | +37.6% | -48.1% | -25.2% |
| 3Y | -24.9% | +51.5% | -76.4% | -42.9% |
| 5Y | -76.8% | +50.2% | -127.1% | -83.2% |
| All | -81.1% | +34.5% | -115.6% | -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