-75.7%
PATH vs URA
+128.0%
-203.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.4% | -17.0% |
| 7D | -16.3% | +1.1% | -17.4% | -16.7% |
| 30D | +9.9% | +7.4% | +2.5% | +6.5% |
| 3M | +30.2% | -8.4% | +38.6% | +33.5% |
| 6M | +37.2% | -12.7% | +49.9% | +40.3% |
| YTD | -7.3% | +7.8% | -15.1% | -16.5% |
| 1Y | +40.0% | +19.5% | +20.5% | +17.9% |
| 3Y | -4.4% | +116.4% | -120.8% | -46.2% |
| All | -75.7% | +128.0% | -203.7% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling