-81.0%
PATH vs SU
+330.0%
-410.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +2.1% |
| 7D | -2.7% | -4.3% | +1.5% | -1.9% |
| 30D | -1.4% | -6.2% | +4.8% | -0.3% |
| 3M | -16.4% | +9.7% | -26.1% | -18.1% |
| 6M | +23.3% | +7.3% | +16.0% | +20.8% |
| YTD | -19.8% | +58.7% | -78.6% | -28.4% |
| 1Y | -8.6% | +59.7% | -68.3% | -18.5% |
| 3Y | -24.0% | +129.2% | -153.3% | -38.4% |
| 5Y | -77.1% | +223.7% | -300.8% | -82.5% |
| All | -81.0% | +330.0% | -410.9% | -84.7% |
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