-10.6%
PATH vs SUI
+1.3%
-11.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.7% |
| 7D | -5.6% | +8.8% | -14.4% | -5.7% |
| 30D | -0.7% | +8.9% | -9.6% | -0.8% |
| 3M | -5.9% | +2.0% | -7.9% | -6.6% |
| 6M | +21.6% | -0.6% | +22.2% | +19.8% |
| YTD | -20.6% | +1.3% | -22.0% | -21.7% |
| 1Y | -10.6% | +1.3% | -11.8% | -11.8% |
| All | -10.6% | +1.3% | -11.9% | -11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling