+18.8%
PATH vs SNDU
+3.5%
+15.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -15.8% | +18.7% | +2.5% |
| 7D | -4.8% | -48.0% | +43.2% | -6.3% |
| 30D | +2.7% | -66.4% | +69.1% | -0.2% |
| 3M | -4.2% | -58.7% | +54.5% | -5.5% |
| 6M | +24.7% | -68.6% | +93.3% | +19.6% |
| All | +18.8% | +3.5% | +15.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 1y: compounded portfolio wealth divided by compounded SNDU 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…
1y analysis · Full analysis span regression · 6 months rolling