-21.8%
PATH vs UEC
+11.7%
-33.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.9% | +6.2% | -2.5% |
| 7D | -5.6% | -20.5% | +14.9% | -3.1% |
| 30D | -0.7% | -35.9% | +35.2% | +4.3% |
| 3M | -5.9% | -39.6% | +33.7% | -0.7% |
| 6M | +21.6% | -55.3% | +76.9% | +31.5% |
| YTD | -20.6% | -44.5% | +23.9% | -17.8% |
| 1Y | -10.6% | -50.4% | +39.8% | -6.1% |
| All | -21.8% | +11.7% | -33.5% | -24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling