+1,362.4%
MU vs PATH
-3.6%
+1,366.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -16.6% | +22.7% | +8.7% |
| 7D | +9.0% | -16.3% | +25.3% | +11.6% |
| 30D | +13.8% | +9.9% | +3.9% | +11.0% |
| 3M | +2.1% | +30.2% | -28.1% | -4.0% |
| 6M | +153.8% | +37.2% | +116.6% | +133.5% |
| YTD | +256.4% | -7.3% | +263.7% | +257.3% |
| 1Y | +719.8% | +40.0% | +679.8% | +612.8% |
| All | +1,362.4% | -3.6% | +1,366.0% | +1,279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 3y: compounded portfolio wealth divided by compounded PATH 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…
3y analysis · Full analysis span regression · 6 months rolling