-81.2%
PATH vs NUE
+246.6%
-327.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | -2.7% | -10.2% | +7.5% | +0.7% |
| 30D | -3.7% | -0.4% | -3.3% | -3.9% |
| 3M | -13.8% | -8.4% | -5.4% | -11.8% |
| 6M | +20.3% | +10.1% | +10.2% | +14.7% |
| YTD | -20.8% | +54.1% | -74.9% | -33.8% |
| 1Y | -9.2% | +74.7% | -84.0% | -27.8% |
| 3Y | -21.8% | +72.0% | -93.7% | -39.0% |
| 5Y | -77.4% | +136.4% | -213.8% | -83.8% |
| All | -81.2% | +246.6% | -327.8% | -84.8% |
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