-75.2%
PATH vs SPXU
-83.3%
+8.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +2.0% |
| 7D | +2.1% | -7.6% | +9.6% | -2.6% |
| 30D | +1.6% | +5.3% | -3.7% | +6.0% |
| 3M | -20.4% | +9.6% | -30.1% | -14.2% |
| 6M | +40.1% | -4.5% | +44.7% | +40.7% |
| YTD | -19.0% | -25.9% | +6.8% | -29.7% |
| 1Y | -5.8% | -28.9% | +23.0% | -19.9% |
| 3Y | -22.9% | -80.5% | +57.5% | -66.1% |
| All | -75.2% | -83.3% | +8.0% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling