-75.7%
PATH vs IBB
+22.5%
-98.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.7% | -15.6% |
| 7D | -16.3% | +1.4% | -17.7% | -17.6% |
| 30D | +9.9% | +10.5% | -0.6% | -3.3% |
| 3M | +30.2% | +23.6% | +6.5% | -1.0% |
| 6M | +37.2% | +22.6% | +14.6% | +3.3% |
| YTD | -7.3% | +25.7% | -33.0% | -32.7% |
| 1Y | +40.0% | +51.4% | -11.4% | -21.1% |
| 3Y | -4.4% | +64.4% | -68.8% | -53.7% |
| All | -75.7% | +22.5% | -98.2% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling