+40.0%
PATH vs URA
+17.2%
+22.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.4% | -16.8% |
| 7D | -16.3% | +1.1% | -17.4% | -16.5% |
| 30D | +9.9% | +7.4% | +2.5% | +8.7% |
| 3M | +30.2% | -8.4% | +38.6% | +32.2% |
| 6M | +37.2% | -12.7% | +49.9% | +39.7% |
| YTD | -7.3% | +7.8% | -15.1% | -14.1% |
| 1Y | +40.0% | +19.5% | +20.5% | +36.7% |
| All | +40.0% | +17.2% | +22.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling