-21.8%
PATH vs NUE
+68.2%
-90.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | -2.7% | -10.2% | +7.5% | +0.5% |
| 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% | +14.6% |
| YTD | -20.8% | +54.1% | -74.9% | -34.6% |
| 1Y | -9.2% | +74.7% | -84.0% | -29.2% |
| 3Y | -21.8% | +72.0% | -93.7% | -43.6% |
| All | -21.8% | +68.2% | -90.0% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling