-5.3%
PATH vs SPXU
-30.4%
+25.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.8% | +1.2% |
| 7D | -4.8% | +2.2% | -7.0% | -4.0% |
| 30D | +2.7% | +3.8% | -1.1% | +4.2% |
| 3M | -4.2% | +3.3% | -7.5% | -2.4% |
| 6M | +24.7% | -16.7% | +41.5% | +21.3% |
| YTD | -17.6% | -28.6% | +11.1% | -21.0% |
| 1Y | -5.3% | -30.6% | +25.2% | -9.6% |
| All | -5.3% | -30.4% | +25.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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