+23.8%
PATH vs XBI
+12.9%
+10.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.6% | -0.6% |
| 7D | -5.3% | -2.4% | -2.9% | -4.8% |
| 30D | -0.5% | +1.3% | -1.9% | -0.6% |
| 3M | -7.1% | -1.5% | -5.7% | -6.5% |
| 6M | +23.8% | +10.7% | +13.1% | +29.2% |
| All | +23.8% | +12.9% | +10.9% | +29.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling