-77.0%
PATH vs BX
-0.9%
-76.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.3% | +1.8% | -7.1% | -6.7% |
| 30D | -0.5% | +7.9% | -8.4% | -6.3% |
| 3M | -7.1% | -9.6% | +2.5% | -0.7% |
| 6M | +23.8% | -2.3% | +26.1% | +23.4% |
| YTD | -20.7% | -19.3% | -1.4% | -10.9% |
| 1Y | -8.1% | -13.2% | +5.2% | -2.3% |
| 3Y | -21.8% | +33.8% | -55.6% | -46.7% |
| All | -77.0% | -0.9% | -76.1% | -81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling