-76.8%
PATH vs UEC
+42.4%
-119.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.9% | +6.2% | -1.6% |
| 7D | -5.6% | -20.5% | +14.9% | -1.1% |
| 30D | -0.7% | -35.9% | +35.2% | +8.6% |
| 3M | -5.9% | -39.6% | +33.7% | +3.6% |
| 6M | +21.6% | -55.3% | +76.9% | +39.6% |
| YTD | -20.6% | -44.5% | +23.9% | -15.9% |
| 1Y | -10.6% | -50.4% | +39.8% | -3.0% |
| 3Y | -24.9% | +12.1% | -37.0% | -42.0% |
| 5Y | -76.8% | +41.5% | -118.3% | -86.0% |
| All | -76.8% | +42.4% | -119.2% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling