-80.4%
PATH vs IBB
+47.8%
-128.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.1% |
| 7D | -4.8% | +2.2% | -7.0% | -7.2% |
| 30D | +2.7% | +6.3% | -3.7% | -4.6% |
| 3M | -4.2% | +16.3% | -20.5% | -20.7% |
| 6M | +24.7% | +30.0% | -5.2% | -11.4% |
| YTD | -17.6% | +31.1% | -48.7% | -42.8% |
| 1Y | -5.3% | +42.0% | -47.3% | -41.1% |
| 3Y | -22.0% | +85.9% | -107.9% | -67.7% |
| 5Y | -76.5% | +38.4% | -114.9% | -85.8% |
| All | -80.4% | +47.8% | -128.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling