-75.7%
PATH vs UAL
+142.0%
-217.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.5% | -19.1% | -17.6% |
| 7D | -16.3% | +0.7% | -17.0% | -16.8% |
| 30D | +9.9% | -16.1% | +26.0% | +16.8% |
| 3M | +30.2% | +6.1% | +24.0% | +25.5% |
| 6M | +37.2% | +10.8% | +26.4% | +27.5% |
| YTD | -7.3% | -0.4% | -6.9% | -10.7% |
| 1Y | +40.0% | +5.0% | +35.0% | +31.4% |
| 3Y | -4.4% | +124.0% | -128.4% | -41.9% |
| All | -75.7% | +142.0% | -217.7% | -87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling