-81.4%
PATH vs UDR
-1.4%
-80.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -2.3% | +2.0% | -4.3% | -3.5% |
| 30D | -4.8% | +7.9% | -12.7% | -9.2% |
| 3M | -17.7% | -1.5% | -16.2% | -17.1% |
| 6M | +18.9% | +0.9% | +18.0% | +17.3% |
| YTD | -21.7% | +4.0% | -25.7% | -25.1% |
| 1Y | -9.6% | +10.4% | -20.0% | -17.4% |
| 3Y | -25.8% | +26.9% | -52.8% | -41.0% |
| 5Y | -77.1% | -19.4% | -57.7% | -76.2% |
| All | -81.4% | -1.4% | -80.0% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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