-8.6%
PATH vs SU
+61.1%
-69.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.3% |
| 7D | -2.7% | -10.6% | +7.9% | -3.9% |
| 30D | -3.7% | -6.6% | +2.9% | -4.1% |
| 3M | -13.8% | +12.9% | -26.7% | -11.2% |
| 6M | +20.3% | +6.7% | +13.6% | +22.8% |
| YTD | -20.8% | +55.2% | -76.0% | -8.1% |
| All | -8.6% | +61.1% | -69.7% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling