-21.8%
PATH vs SPXU
-79.5%
+57.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | -0.4% |
| 7D | -5.3% | +7.6% | -12.9% | -1.3% |
| 30D | -0.5% | +17.5% | -18.0% | +8.8% |
| 3M | -7.1% | +14.7% | -21.8% | +1.1% |
| 6M | +23.8% | -0.1% | +23.9% | +27.3% |
| YTD | -20.7% | -19.8% | -0.9% | -26.1% |
| 1Y | -8.1% | -23.7% | +15.7% | -16.1% |
| 3Y | -21.8% | -79.5% | +57.7% | -67.2% |
| All | -21.8% | -79.5% | +57.7% | -67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling