-21.8%
PATH vs NUE
+66.5%
-88.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.3% | -10.6% | +5.2% | -2.1% |
| 30D | -0.5% | -0.6% | +0.1% | -0.7% |
| 3M | -7.1% | -9.7% | +2.6% | -4.6% |
| 6M | +23.8% | +5.1% | +18.7% | +19.9% |
| YTD | -20.7% | +51.4% | -72.1% | -34.1% |
| 1Y | -8.1% | +71.3% | -79.4% | -27.8% |
| 3Y | -21.8% | +66.8% | -88.7% | -41.7% |
| All | -21.8% | +66.5% | -88.3% | -41.7% |
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