-75.2%
PATH vs FCUV
-99.7%
+24.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +136.0% | -134.7% | -1.4% |
| 7D | +2.1% | +148.8% | -146.7% | -0.8% |
| 30D | +1.6% | +95.0% | -93.4% | -0.8% |
| 3M | -20.4% | +27.8% | -48.2% | -22.3% |
| 6M | +40.1% | +121.0% | -80.8% | +24.9% |
| YTD | -19.0% | -78.1% | +59.1% | -20.3% |
| 1Y | -5.8% | -94.3% | +88.4% | +0.3% |
| 3Y | -22.9% | -98.9% | +76.0% | -12.4% |
| All | -75.2% | -99.7% | +24.5% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 5y: compounded portfolio wealth divided by compounded FCUV 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…
5y analysis · Full analysis span regression · 6 months rolling