-80.8%
PATH vs SU
+335.9%
-416.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +2.1% | +1.7% | +0.4% | +1.7% |
| 30D | +1.6% | -7.9% | +9.5% | +3.1% |
| 3M | -20.4% | +7.5% | -28.0% | -21.8% |
| 6M | +40.1% | +7.2% | +32.9% | +37.5% |
| YTD | -19.0% | +60.9% | -80.0% | -27.9% |
| 1Y | -5.8% | +63.6% | -69.5% | -16.5% |
| 3Y | -22.9% | +128.9% | -151.8% | -37.5% |
| 5Y | -75.3% | +228.3% | -303.6% | -81.1% |
| All | -80.8% | +335.9% | -416.7% | -84.5% |
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