-78.0%
PATH vs MUB
+2.8%
-80.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.7% | -16.7% |
| 7D | -16.3% | -0.9% | -15.5% | -14.5% |
| 30D | +9.9% | -1.4% | +11.3% | +14.0% |
| 3M | +30.2% | -2.2% | +32.3% | +37.6% |
| 6M | +37.2% | -1.9% | +39.1% | +44.2% |
| YTD | -7.3% | -0.8% | -6.5% | -5.3% |
| 1Y | +40.0% | +2.7% | +37.3% | +31.3% |
| 3Y | -4.4% | +8.6% | -13.0% | -24.4% |
| 5Y | -76.0% | +2.0% | -78.1% | -81.0% |
| All | -78.0% | +2.8% | -80.8% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling