-76.5%
PATH vs UAL
+134.8%
-211.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.0% | -5.1% | -0.1% |
| 7D | -4.8% | +11.9% | -16.7% | -8.9% |
| 30D | +2.7% | +5.2% | -2.6% | +0.4% |
| 3M | -4.2% | -12.7% | +8.5% | 0.0% |
| 6M | +24.7% | +28.5% | -3.8% | +10.1% |
| YTD | -17.6% | +3.5% | -21.1% | -22.1% |
| 1Y | -5.3% | +27.5% | -32.9% | -18.9% |
| 3Y | -22.0% | +208.6% | -230.6% | -60.5% |
| 5Y | -76.5% | +135.6% | -212.1% | -87.8% |
| All | -76.5% | +134.8% | -211.3% | -87.8% |
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