+21.6%
PATH vs NUE
+8.3%
+13.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.3% | +4.6% | -3.8% |
| 7D | -5.6% | -10.8% | +5.2% | -5.8% |
| 30D | -0.7% | -2.1% | +1.5% | -0.5% |
| 3M | -5.9% | -10.4% | +4.5% | -5.6% |
| 6M | +21.6% | +6.4% | +15.2% | +31.1% |
| All | +21.6% | +8.3% | +13.3% | +31.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling