-80.4%
PATH vs SUI
-9.8%
-70.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.2% | -2.3% | 0.0% |
| 7D | -4.8% | +10.0% | -14.8% | -9.9% |
| 30D | +2.7% | +8.4% | -5.7% | -2.3% |
| 3M | -4.2% | +0.7% | -4.8% | -4.9% |
| 6M | +24.7% | -0.9% | +25.7% | +24.2% |
| YTD | -17.6% | +0.6% | -18.2% | -19.5% |
| 1Y | -5.3% | +0.8% | -6.1% | -7.8% |
| 3Y | -22.0% | +15.5% | -37.5% | -34.6% |
| 5Y | -76.5% | -25.9% | -50.7% | -72.8% |
| All | -80.4% | -9.8% | -70.6% | -76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling