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  • PATH vs UMC✓SelectedUSD · UMCPATH vs UMC performance historyLatest closeAs of-0.08%11/06
Stock and ETF performance explorer

PATH vs UMC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-77.0%
UMC return
+64.2%
Excess return
-141.2%
Maximum drawdown
-83.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioUMCExcessAlpha
1D-0.1%+3.5%-3.6%-1.5%
7D-5.3%-17.0%+11.6%+1.4%
30D-0.5%-40.6%+40.0%+21.7%
3M-7.1%-27.9%+20.7%+2.2%
6M+23.8%-7.5%+31.3%+8.3%
YTD-20.7%+79.3%-100.0%-58.4%
1Y-8.1%+92.8%-100.9%-54.3%
3Y-21.8%+108.2%-130.0%-66.4%
All-77.0%+64.2%-141.2%-88.8%

Cumulative growth

Daily Returns

Daily percentage return beside UMC.

Daily Out/Under-Performance

Portfolio return minus UMC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UMC 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 UMC 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