-81.0%
PATH vs SPXU
-89.5%
+8.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | +0.3% |
| 7D | +0.7% | -9.4% | +10.0% | -4.9% |
| 30D | -1.1% | +7.4% | -8.6% | +4.4% |
| 3M | -14.2% | +6.2% | -20.3% | -9.3% |
| 6M | +30.9% | -7.2% | +38.1% | +29.1% |
| YTD | -20.1% | -26.8% | +6.7% | -30.8% |
| 1Y | -8.1% | -26.3% | +18.2% | -19.4% |
| 3Y | -24.3% | -80.6% | +56.3% | -65.6% |
| 5Y | -75.6% | -83.6% | +8.0% | -86.1% |
| All | -81.0% | -89.5% | +8.5% | -89.8% |
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