-80.8%
PATH vs UNP
+55.3%
-136.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | +2.1% | +4.2% | -2.2% | +0.1% |
| 30D | +1.6% | +5.6% | -4.0% | -1.1% |
| 3M | -20.4% | +2.0% | -22.5% | -21.4% |
| 6M | +40.1% | +15.4% | +24.7% | +29.4% |
| YTD | -19.0% | +32.7% | -51.8% | -32.1% |
| 1Y | -5.8% | +39.4% | -45.3% | -23.3% |
| 3Y | -22.9% | +54.3% | -77.2% | -41.0% |
| 5Y | -75.3% | +39.6% | -114.9% | -80.8% |
| All | -80.8% | +55.3% | -136.1% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 10y: compounded portfolio wealth divided by compounded UNP 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…
10y analysis · Full analysis span regression · 6 months rolling