-76.8%
PATH vs SPXU
-81.7%
+4.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.2% | -16.9% | +4.5% |
| 7D | -5.6% | +14.2% | -19.8% | +3.2% |
| 30D | -0.7% | +19.3% | -20.0% | +11.9% |
| 3M | -5.9% | +16.2% | -22.0% | +5.1% |
| 6M | +21.6% | -3.5% | +25.1% | +22.5% |
| YTD | -20.6% | -19.2% | -1.4% | -27.4% |
| 1Y | -10.6% | -20.7% | +10.1% | -18.5% |
| 3Y | -24.9% | -79.5% | +54.6% | -66.0% |
| 5Y | -76.8% | -81.7% | +4.9% | -86.0% |
| All | -76.8% | -81.7% | +4.8% | -86.0% |
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