-81.2%
PATH vs SU
+320.4%
-401.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.2% |
| 7D | -2.7% | -10.6% | +7.9% | -0.7% |
| 30D | -3.7% | -6.6% | +2.9% | -2.6% |
| 3M | -13.8% | +12.9% | -26.7% | -16.0% |
| 6M | +20.3% | +6.7% | +13.6% | +18.0% |
| YTD | -20.8% | +55.2% | -76.0% | -29.0% |
| 1Y | -9.2% | +61.5% | -70.8% | -19.4% |
| 3Y | -21.8% | +128.7% | -150.5% | -36.5% |
| 5Y | -77.4% | +210.8% | -288.3% | -82.6% |
| All | -81.2% | +320.4% | -401.6% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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