-8.1%
PATH vs SPXU
-21.6%
+13.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | -0.3% |
| 7D | -5.3% | +7.6% | -12.9% | -2.6% |
| 30D | -0.5% | +17.5% | -18.0% | +5.5% |
| 3M | -7.1% | +14.7% | -21.8% | -1.8% |
| 6M | +23.8% | -0.1% | +23.9% | +27.9% |
| YTD | -20.7% | -19.8% | -0.9% | -20.6% |
| 1Y | -8.1% | -23.7% | +15.7% | -9.1% |
| All | -8.1% | -21.6% | +13.6% | -9.1% |
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