-81.0%
PATH vs SU
+332.0%
-413.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +0.7% | +0.3% | +0.4% | +0.6% |
| 30D | -1.1% | -7.9% | +6.7% | +0.3% |
| 3M | -14.2% | +9.2% | -23.3% | -15.8% |
| 6M | +30.9% | +5.5% | +25.4% | +28.8% |
| YTD | -20.1% | +59.5% | -79.5% | -28.7% |
| 1Y | -8.1% | +59.9% | -68.0% | -18.1% |
| 3Y | -24.3% | +130.3% | -154.6% | -38.6% |
| 5Y | -75.6% | +225.3% | -300.9% | -81.3% |
| All | -81.0% | +332.0% | -413.0% | -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