-81.1%
PATH vs BX
+83.7%
-164.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -0.6% |
| 7D | -5.6% | +0.3% | -5.9% | -6.0% |
| 30D | -0.7% | +6.7% | -7.4% | -5.6% |
| 3M | -5.9% | -11.1% | +5.2% | +1.5% |
| 6M | +21.6% | -0.4% | +22.0% | +19.7% |
| YTD | -20.6% | -19.1% | -1.6% | -11.3% |
| 1Y | -10.6% | -13.6% | +3.0% | -4.8% |
| 3Y | -24.9% | +30.7% | -55.6% | -46.3% |
| 5Y | -76.8% | +0.3% | -77.1% | -81.3% |
| All | -81.1% | +83.7% | -164.8% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling