-76.8%
PATH vs SUI
-25.7%
-51.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -4.1% |
| 7D | -5.6% | +8.8% | -14.4% | -10.2% |
| 30D | -0.7% | +8.9% | -9.6% | -6.0% |
| 3M | -5.9% | +2.0% | -7.9% | -7.4% |
| 6M | +21.6% | -0.6% | +22.2% | +20.8% |
| YTD | -20.6% | +1.3% | -22.0% | -23.0% |
| 1Y | -10.6% | +1.3% | -11.8% | -13.3% |
| 3Y | -24.9% | +16.3% | -41.2% | -38.3% |
| 5Y | -76.8% | -25.1% | -51.8% | -71.6% |
| All | -76.8% | -25.7% | -51.1% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling