+23.8%
PATH vs SNDU
-85.8%
+109.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.4% | +0.1% |
| 7D | -5.3% | -52.5% | +47.2% | -7.1% |
| 30D | -0.5% | -79.7% | +79.2% | -5.5% |
| 3M | -7.1% | -68.3% | +61.2% | -9.1% |
| 6M | +23.8% | -84.9% | +108.8% | +17.7% |
| All | +23.8% | -85.8% | +109.6% | +17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling