-80.4%
PATH vs UEC
+177.6%
-258.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.8% | +3.9% |
| 7D | -4.8% | -13.8% | +9.0% | -2.0% |
| 30D | +2.7% | -23.1% | +25.8% | +7.8% |
| 3M | -4.2% | -31.5% | +27.3% | +2.5% |
| 6M | +24.7% | -51.5% | +76.2% | +40.2% |
| YTD | -17.6% | -38.4% | +20.9% | -14.5% |
| 1Y | -5.3% | -44.7% | +39.4% | +0.3% |
| 3Y | -22.0% | +24.4% | -46.4% | -39.3% |
| 5Y | -76.5% | +57.3% | -133.8% | -84.7% |
| All | -80.4% | +177.6% | -258.0% | -88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling