-6.1%
PATH vs IBB
+64.8%
-70.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.7% | -15.9% |
| 7D | -16.3% | +1.4% | -17.7% | -17.2% |
| 30D | +9.9% | +10.5% | -0.6% | +0.9% |
| 3M | +30.2% | +23.6% | +6.5% | +8.4% |
| 6M | +37.2% | +22.6% | +14.6% | +13.9% |
| YTD | -7.3% | +25.7% | -33.0% | -25.0% |
| 1Y | +40.0% | +51.4% | -11.4% | -5.8% |
| All | -6.1% | +64.8% | -70.9% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling