-80.8%
PATH vs SPXU
-89.4%
+8.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +2.0% |
| 7D | +2.1% | -7.6% | +9.6% | -2.5% |
| 30D | +1.6% | +5.3% | -3.7% | +5.9% |
| 3M | -20.4% | +9.6% | -30.1% | -14.4% |
| 6M | +40.1% | -4.5% | +44.7% | +40.8% |
| YTD | -19.0% | -25.9% | +6.8% | -29.4% |
| 1Y | -5.8% | -28.9% | +23.0% | -19.4% |
| 3Y | -22.9% | -80.5% | +57.5% | -64.8% |
| 5Y | -75.3% | -83.4% | +8.1% | -85.8% |
| All | -80.8% | -89.4% | +8.6% | -89.6% |
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 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