-81.2%
PATH vs IBN
+147.1%
-228.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.8% | -1.2% |
| 7D | -2.7% | +14.6% | -17.3% | -11.2% |
| 30D | -3.7% | +23.5% | -27.2% | -16.7% |
| 3M | -13.8% | +14.0% | -27.8% | -21.3% |
| 6M | +20.3% | +31.1% | -10.8% | -0.2% |
| YTD | -20.8% | +16.6% | -37.4% | -29.6% |
| 1Y | -9.2% | +14.9% | -24.1% | -18.6% |
| 3Y | -21.8% | +56.9% | -78.6% | -49.8% |
| 5Y | -77.4% | +69.7% | -147.1% | -86.7% |
| All | -81.2% | +147.1% | -228.3% | -90.9% |
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