-81.2%
PATH vs URA
+109.6%
-190.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -1.8% |
| 7D | -5.3% | -4.1% | -1.2% | -3.8% |
| 30D | -0.5% | -19.0% | +18.5% | +7.6% |
| 3M | -7.1% | -25.1% | +18.0% | +2.9% |
| 6M | +23.8% | -44.5% | +68.3% | +52.8% |
| YTD | -20.7% | -24.3% | +3.6% | -18.1% |
| 1Y | -8.1% | -28.1% | +20.1% | -2.7% |
| 3Y | -21.8% | +40.7% | -62.5% | -45.3% |
| 5Y | -76.8% | +35.5% | -112.3% | -84.9% |
| All | -81.2% | +109.6% | -190.8% | -88.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling