-81.2%
PATH vs ZBH
-34.5%
-46.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | -5.3% | +11.7% | -17.0% | -10.3% |
| 30D | -0.5% | +19.3% | -19.9% | -8.8% |
| 3M | -7.1% | +8.9% | -16.1% | -11.3% |
| 6M | +23.8% | +28.2% | -4.3% | +8.5% |
| YTD | -20.7% | +18.4% | -39.1% | -28.7% |
| 1Y | -8.1% | +20.6% | -28.6% | -18.3% |
| 3Y | -21.8% | -0.6% | -21.2% | -26.5% |
| 5Y | -76.8% | -19.7% | -57.1% | -77.1% |
| All | -81.2% | -34.5% | -46.7% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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