-80.4%
PATH vs MUB
+3.1%
-83.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +1.8% |
| 7D | -4.8% | +0.6% | -5.4% | -6.1% |
| 30D | +2.7% | +3.2% | -0.5% | -5.0% |
| 3M | -4.2% | -1.1% | -3.1% | -1.5% |
| 6M | +24.7% | -1.1% | +25.9% | +28.8% |
| YTD | -17.6% | -0.5% | -17.1% | -16.4% |
| 1Y | -5.3% | 0.0% | -5.3% | -4.9% |
| 3Y | -22.0% | +10.9% | -32.9% | -41.9% |
| 5Y | -76.5% | +2.9% | -79.4% | -81.4% |
| All | -80.4% | +3.1% | -83.5% | -85.7% |
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