+21.5%
PATH vs SUNB
+7.1%
+14.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | +0.2% |
| 7D | -5.3% | -7.9% | +2.6% | -7.0% |
| 30D | -0.5% | +3.0% | -3.6% | +0.2% |
| 3M | -7.1% | -4.4% | -2.7% | -6.7% |
| 6M | +23.8% | +2.0% | +21.8% | +28.1% |
| All | +21.5% | +7.1% | +14.4% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 3y: compounded portfolio wealth divided by compounded SUNB 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…
3y analysis · Full analysis span regression · 6 months rolling