-81.2%
PATH vs JBL
+355.7%
-436.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.2% | -0.5% |
| 7D | -5.3% | -12.3% | +7.0% | -0.6% |
| 30D | -0.5% | -20.2% | +19.6% | +7.8% |
| 3M | -7.1% | -30.6% | +23.5% | +5.0% |
| 6M | +23.8% | -35.8% | +59.6% | +41.4% |
| YTD | -20.7% | +4.9% | -25.6% | -32.0% |
| 1Y | -8.1% | +11.3% | -19.4% | -23.9% |
| 3Y | -21.8% | +89.1% | -110.9% | -56.4% |
| 5Y | -76.8% | +272.1% | -348.9% | -93.2% |
| All | -81.2% | +355.7% | -436.9% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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