+21.6%
PATH vs SUNB
+2.6%
+19.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.7% | +2.0% | -4.7% |
| 7D | -5.6% | -9.7% | +4.1% | -7.3% |
| 30D | -0.7% | -3.1% | +2.4% | -1.2% |
| 3M | -5.9% | -4.3% | -1.5% | -4.5% |
| 6M | +21.6% | +3.1% | +18.5% | +32.1% |
| All | +21.6% | +2.6% | +19.0% | +32.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling