-21.8%
PATH vs UNP
+46.2%
-68.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.0% |
| 7D | -5.3% | -4.6% | -0.8% | -3.5% |
| 30D | -0.5% | +5.6% | -6.2% | -2.8% |
| 3M | -7.1% | -1.3% | -5.8% | -6.7% |
| 6M | +23.8% | +9.2% | +14.6% | +17.9% |
| YTD | -20.7% | +27.3% | -48.0% | -32.4% |
| 1Y | -8.1% | +35.9% | -44.0% | -25.3% |
| 3Y | -21.8% | +45.5% | -67.3% | -53.7% |
| All | -21.8% | +46.2% | -68.0% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling