-81.1%
PATH vs IBN
+133.3%
-214.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.1% | -7.8% | -6.3% |
| 7D | -5.6% | +11.7% | -17.3% | -12.4% |
| 30D | -0.7% | +16.1% | -16.8% | -10.5% |
| 3M | -5.9% | +7.0% | -12.9% | -10.4% |
| 6M | +21.6% | +26.1% | -4.5% | +3.5% |
| YTD | -20.6% | +10.1% | -30.7% | -26.7% |
| 1Y | -10.6% | +8.0% | -18.6% | -16.3% |
| 3Y | -24.9% | +46.0% | -70.9% | -49.3% |
| 5Y | -76.8% | +63.9% | -140.7% | -86.0% |
| All | -81.1% | +133.3% | -214.5% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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