-8.1%
PATH vs UEC
-47.1%
+39.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.8% | -6.9% | -0.9% |
| 7D | -5.3% | -10.2% | +4.9% | -4.2% |
| 30D | -0.5% | -26.9% | +26.4% | +2.8% |
| 3M | -7.1% | -35.7% | +28.5% | -2.8% |
| 6M | +23.8% | -56.1% | +79.9% | +35.0% |
| YTD | -20.7% | -40.8% | +20.1% | -23.2% |
| 1Y | -8.1% | -43.4% | +35.3% | -11.5% |
| All | -8.1% | -47.1% | +39.0% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 1y: compounded portfolio wealth divided by compounded UEC 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…
1y analysis · Full analysis span regression · 6 months rolling