-9.6%
PATH vs XBI
+41.2%
-50.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | -2.3% | +0.1% | -2.3% | -2.3% |
| 30D | -4.8% | +0.8% | -5.7% | -5.2% |
| 3M | -17.7% | -1.9% | -15.8% | -17.6% |
| 6M | +18.9% | +15.2% | +3.7% | +11.9% |
| YTD | -21.7% | +27.3% | -49.0% | -32.1% |
| 1Y | -9.6% | +41.5% | -51.1% | -27.5% |
| All | -9.6% | +41.2% | -50.9% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling