+30.9%
PATH vs SNDU
-83.0%
+113.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +8.0% | -0.5% |
| 7D | +0.7% | +30.7% | -30.0% | +1.6% |
| 30D | -1.1% | -67.1% | +66.0% | -4.4% |
| 3M | -14.2% | -65.1% | +51.0% | -16.0% |
| 6M | +30.9% | -82.0% | +112.8% | +22.4% |
| All | +30.9% | -83.0% | +113.9% | +22.4% |
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