+21.6%
PATH vs BX
-1.1%
+22.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -1.7% |
| 7D | -5.6% | +0.3% | -5.9% | -5.7% |
| 30D | -0.7% | +6.7% | -7.4% | -3.8% |
| 3M | -5.9% | -11.1% | +5.2% | -0.1% |
| 6M | +21.6% | -0.4% | +22.0% | +28.3% |
| All | +21.6% | -1.1% | +22.7% | +28.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling