-21.8%
PATH vs BWA
+51.7%
-73.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.5% |
| 7D | -5.3% | -5.5% | +0.1% | -4.6% |
| 30D | -0.5% | -21.7% | +21.2% | +2.8% |
| 3M | -7.1% | -25.6% | +18.5% | -3.5% |
| 6M | +23.8% | -17.4% | +41.2% | +24.5% |
| YTD | -20.7% | +9.2% | -29.9% | -30.9% |
| 1Y | -8.1% | +9.7% | -17.8% | -20.3% |
| 3Y | -21.8% | +54.6% | -76.5% | -47.9% |
| All | -21.8% | +51.7% | -73.5% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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