-81.1%
PATH vs SUI
-9.2%
-72.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -4.1% |
| 7D | -5.6% | +8.8% | -14.4% | -10.0% |
| 30D | -0.7% | +8.9% | -9.6% | -5.7% |
| 3M | -5.9% | +2.0% | -7.9% | -7.3% |
| 6M | +21.6% | -0.6% | +22.2% | +20.9% |
| YTD | -20.6% | +1.3% | -22.0% | -22.8% |
| 1Y | -10.6% | +1.3% | -11.8% | -13.1% |
| 3Y | -24.9% | +16.3% | -41.2% | -37.3% |
| 5Y | -76.8% | -25.1% | -51.8% | -73.3% |
| All | -81.1% | -9.2% | -72.0% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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