-81.0%
PATH vs SPXU
-89.6%
+8.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.9% | +6.3% | +0.1% |
| 7D | -2.7% | +1.5% | -4.3% | -1.2% |
| 30D | -1.4% | +6.4% | -7.7% | +3.5% |
| 3M | -16.4% | +4.2% | -20.7% | -12.7% |
| 6M | +23.3% | -7.8% | +31.0% | +21.2% |
| YTD | -19.8% | -27.5% | +7.7% | -31.0% |
| 1Y | -8.6% | -27.1% | +18.6% | -20.4% |
| 3Y | -24.0% | -80.8% | +56.8% | -65.7% |
| 5Y | -77.1% | -84.1% | +7.0% | -87.1% |
| All | -81.0% | -89.6% | +8.7% | -89.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling