-81.2%
PATH vs U
-46.7%
-34.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -2.7% |
| 7D | -5.3% | +36.6% | -41.9% | -19.3% |
| 30D | -0.5% | +13.3% | -13.8% | -7.7% |
| 3M | -7.1% | +26.2% | -33.3% | -18.6% |
| 6M | +23.8% | +88.7% | -64.9% | -11.5% |
| YTD | -20.7% | +16.6% | -37.3% | -32.5% |
| 1Y | -8.1% | +29.0% | -37.0% | -26.2% |
| 3Y | -21.8% | +99.5% | -121.3% | -56.8% |
| 5Y | -76.8% | -66.1% | -10.7% | -74.0% |
| All | -81.2% | -46.7% | -34.4% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling