-81.2%
PATH vs MUB
+4.0%
-85.1%
-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% | -0.2% | -7.0% | -6.7% |
| 6M | +23.8% | -0.6% | +24.4% | +26.0% |
| YTD | -20.7% | +0.3% | -21.0% | -21.2% |
| 1Y | -8.1% | +0.8% | -8.8% | -9.5% |
| 3Y | -21.8% | +12.0% | -33.8% | -43.3% |
| 5Y | -76.8% | +3.4% | -80.3% | -82.1% |
| All | -81.2% | +4.0% | -85.1% | -86.5% |
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