-75.2%
PATH vs BX
-0.1%
-75.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.3% |
| 7D | +2.1% | +0.6% | +1.5% | +1.5% |
| 30D | +1.6% | +14.2% | -12.6% | -8.1% |
| 3M | -20.4% | -18.7% | -1.7% | -8.6% |
| 6M | +40.1% | +2.5% | +37.7% | +34.9% |
| YTD | -19.0% | -18.8% | -0.2% | -9.5% |
| 1Y | -5.8% | -10.3% | +4.5% | -2.5% |
| 3Y | -22.9% | +35.4% | -58.3% | -48.1% |
| All | -75.2% | -0.1% | -75.1% | -80.6% |
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