-80.8%
PATH vs JBLU
-80.3%
-0.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.6% |
| 7D | +2.1% | +2.5% | -0.4% | +1.4% |
| 30D | +1.6% | +24.9% | -23.3% | -5.0% |
| 3M | -20.4% | -35.2% | +14.7% | -12.7% |
| 6M | +40.1% | -20.0% | +60.1% | +43.6% |
| YTD | -19.0% | -17.4% | -1.7% | -20.5% |
| 1Y | -5.8% | -13.0% | +7.1% | -9.0% |
| 3Y | -22.9% | -5.3% | -17.6% | -47.9% |
| 5Y | -75.3% | -75.2% | -0.1% | -68.2% |
| All | -80.8% | -80.3% | -0.5% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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