-81.0%
PATH vs NUE
+263.5%
-344.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.8% |
| 7D | -2.7% | -2.4% | -0.3% | -2.0% |
| 30D | -1.4% | +3.8% | -5.1% | -2.9% |
| 3M | -16.4% | -3.7% | -12.8% | -15.9% |
| 6M | +23.3% | +13.2% | +10.1% | +16.5% |
| YTD | -19.8% | +61.6% | -81.4% | -34.1% |
| 1Y | -8.6% | +83.6% | -92.2% | -28.5% |
| 3Y | -24.0% | +78.6% | -102.7% | -41.5% |
| 5Y | -77.1% | +148.0% | -225.1% | -83.8% |
| All | -81.0% | +263.5% | -344.4% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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