-78.0%
PATH vs SU
+319.8%
-397.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.5% |
| 7D | -16.3% | +3.6% | -19.9% | -16.9% |
| 30D | +9.9% | +7.9% | +2.0% | +8.3% |
| 3M | +30.2% | +3.5% | +26.7% | +28.9% |
| 6M | +37.2% | +19.0% | +18.3% | +31.5% |
| YTD | -7.3% | +55.0% | -62.3% | -16.7% |
| 1Y | +40.0% | +71.2% | -31.2% | +22.8% |
| 3Y | -4.4% | +117.4% | -121.8% | -21.7% |
| 5Y | -76.0% | +335.2% | -411.2% | -82.1% |
| All | -78.0% | +319.8% | -397.7% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling