-81.1%
PATH vs U
-49.5%
-31.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +14.9% | -18.6% | -10.7% |
| 7D | -5.6% | +24.3% | -29.9% | -15.8% |
| 30D | -0.7% | +8.6% | -9.3% | -5.9% |
| 3M | -5.9% | +37.6% | -43.4% | -21.3% |
| 6M | +21.6% | +78.5% | -56.9% | -10.7% |
| YTD | -20.6% | +10.5% | -31.1% | -30.6% |
| 1Y | -10.6% | +15.2% | -25.8% | -24.2% |
| 3Y | -24.9% | +76.6% | -101.4% | -55.8% |
| 5Y | -76.8% | -67.9% | -8.9% | -73.3% |
| All | -81.1% | -49.5% | -31.6% | -83.1% |
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