-81.0%
PATH vs XBI
+18.7%
-99.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +2.5% |
| 7D | +0.7% | +1.9% | -1.2% | -1.1% |
| 30D | -1.1% | +3.0% | -4.1% | -4.1% |
| 3M | -14.2% | -5.1% | -9.0% | -11.5% |
| 6M | +30.9% | +12.2% | +18.7% | +13.8% |
| YTD | -20.1% | +24.1% | -44.2% | -37.9% |
| 1Y | -8.1% | +33.1% | -41.1% | -33.2% |
| 3Y | -24.3% | +127.3% | -151.5% | -69.0% |
| 5Y | -75.6% | +20.2% | -95.9% | -82.1% |
| All | -81.0% | +18.7% | -99.7% | -85.1% |
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