+18.7%
PATH vs ZYBT
-80.8%
+99.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.9% | -5.9% | -7.8% |
| 7D | -22.8% | -4.2% | -18.5% | -22.8% |
| 30D | -6.9% | -16.4% | +9.5% | -6.9% |
| 3M | +25.4% | +82.9% | -57.4% | +25.8% |
| 6M | +18.1% | +110.7% | -92.5% | +15.5% |
| YTD | -14.5% | +37.4% | -51.9% | -14.1% |
| 1Y | +18.7% | -80.6% | +99.3% | +34.3% |
| All | +18.7% | -80.8% | +99.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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