-81.2%
PATH vs IBB
+42.7%
-123.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -2.1% |
| 7D | -5.3% | -1.8% | -3.5% | -3.4% |
| 30D | -0.5% | +5.1% | -5.6% | -6.4% |
| 3M | -7.1% | +10.7% | -17.9% | -18.7% |
| 6M | +23.8% | +22.9% | +0.9% | -6.0% |
| YTD | -20.7% | +26.7% | -47.4% | -42.9% |
| 1Y | -8.1% | +35.1% | -43.2% | -39.4% |
| 3Y | -21.8% | +80.2% | -102.0% | -66.5% |
| 5Y | -76.8% | +37.8% | -114.7% | -85.8% |
| All | -81.2% | +42.7% | -123.9% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling