-81.2%
PATH vs SU
+328.6%
-409.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -5.3% | -13.4% | +8.1% | -2.7% |
| 30D | -0.5% | +0.9% | -1.4% | -0.9% |
| 3M | -7.1% | +12.8% | -19.9% | -9.5% |
| 6M | +23.8% | +8.3% | +15.5% | +21.1% |
| YTD | -20.7% | +58.2% | -78.9% | -29.1% |
| 1Y | -8.1% | +67.1% | -75.2% | -18.9% |
| 3Y | -21.8% | +125.6% | -147.4% | -36.4% |
| 5Y | -76.8% | +213.6% | -290.4% | -82.2% |
| All | -81.2% | +328.6% | -409.7% | -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