-80.8%
PATH vs NUE
+250.0%
-330.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +2.4% |
| 7D | +2.1% | +2.8% | -0.7% | +1.1% |
| 30D | +1.6% | -2.1% | +3.7% | +2.0% |
| 3M | -20.4% | -7.3% | -13.1% | -19.0% |
| 6M | +40.1% | +8.9% | +31.3% | +34.1% |
| YTD | -19.0% | +55.6% | -74.6% | -32.6% |
| 1Y | -5.8% | +74.7% | -80.5% | -25.1% |
| 3Y | -22.9% | +71.7% | -94.6% | -39.9% |
| 5Y | -75.3% | +141.2% | -216.5% | -82.4% |
| All | -80.8% | +250.0% | -330.8% | -84.5% |
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