-81.1%
PATH vs UAL
+121.5%
-202.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -2.0% |
| 7D | -5.6% | +5.0% | -10.6% | -7.4% |
| 30D | -0.7% | -1.2% | +0.5% | -0.5% |
| 3M | -5.9% | -16.8% | +10.9% | -0.2% |
| 6M | +21.6% | +18.0% | +3.6% | +11.5% |
| YTD | -20.6% | -1.2% | -19.4% | -23.5% |
| 1Y | -10.6% | +14.3% | -24.9% | -19.4% |
| 3Y | -24.9% | +194.6% | -219.4% | -59.3% |
| 5Y | -76.8% | +109.6% | -186.4% | -86.9% |
| All | -81.1% | +121.5% | -202.7% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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