-78.0%
PATH vs NUE
+262.2%
-340.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.4% |
| 7D | -16.3% | +4.2% | -20.5% | -17.5% |
| 30D | +9.9% | -5.0% | +14.9% | +11.7% |
| 3M | +30.2% | -0.2% | +30.4% | +29.5% |
| 6M | +37.2% | +49.1% | -11.9% | +17.5% |
| YTD | -7.3% | +61.0% | -68.3% | -23.3% |
| 1Y | +40.0% | +82.5% | -42.5% | +10.0% |
| 3Y | -4.4% | +57.9% | -62.3% | -23.0% |
| 5Y | -76.0% | +146.6% | -222.6% | -83.1% |
| All | -78.0% | +262.2% | -340.2% | -82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling