+40.0%
PATH vs BX
-15.8%
+55.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.2% |
| 7D | -16.3% | -4.4% | -11.9% | -14.8% |
| 30D | +9.9% | +0.1% | +9.8% | +10.3% |
| 3M | +30.2% | +16.0% | +14.1% | +24.7% |
| 6M | +37.2% | +21.6% | +15.6% | +29.1% |
| YTD | -7.3% | -8.9% | +1.6% | -8.7% |
| 1Y | +40.0% | -16.6% | +56.6% | +37.2% |
| All | +40.0% | -15.8% | +55.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling