-81.2%
PATH vs XBI
+23.2%
-104.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.2% | -2.8% |
| 7D | -2.7% | +3.2% | -5.9% | -5.7% |
| 30D | -3.7% | +2.0% | -5.7% | -5.8% |
| 3M | -13.8% | -0.3% | -13.5% | -14.8% |
| 6M | +20.3% | +16.6% | +3.7% | +1.2% |
| YTD | -20.8% | +28.8% | -49.6% | -40.4% |
| 1Y | -9.2% | +44.6% | -53.8% | -38.9% |
| 3Y | -21.8% | +137.1% | -158.9% | -69.1% |
| 5Y | -77.4% | +22.8% | -100.2% | -83.8% |
| All | -81.2% | +23.2% | -104.4% | -85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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