+14.2%
PATH vs SNDU
-31.0%
+45.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.2% | -12.4% | +0.1% |
| 7D | -2.7% | -38.6% | +35.9% | -3.4% |
| 30D | -3.7% | -73.9% | +70.2% | -6.4% |
| 3M | -13.8% | -61.1% | +47.3% | -14.7% |
| 6M | +20.3% | -86.0% | +106.3% | +16.1% |
| All | +14.2% | -31.0% | +45.2% | +6.6% |
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