-81.2%
PATH vs MUB
+3.7%
-84.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.3% |
| 7D | -5.3% | +0.7% | -6.0% | -7.0% |
| 30D | -0.5% | +4.4% | -4.9% | -10.6% |
| 3M | -7.1% | -0.4% | -6.7% | -6.0% |
| 6M | +23.8% | -0.9% | +24.7% | +26.9% |
| YTD | -20.7% | +0.1% | -20.7% | -20.6% |
| 1Y | -8.1% | +0.5% | -8.6% | -8.9% |
| 3Y | -21.8% | +11.7% | -33.5% | -42.9% |
| 5Y | -76.8% | +3.2% | -80.0% | -82.0% |
| All | -81.2% | +3.7% | -84.8% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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