-80.4%
PATH vs URA
+112.0%
-192.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.3% |
| 7D | -4.8% | -10.5% | +5.7% | -0.7% |
| 30D | +2.7% | -18.6% | +21.3% | +10.8% |
| 3M | -4.2% | -23.0% | +18.9% | +5.1% |
| 6M | +24.7% | -40.3% | +65.0% | +49.1% |
| YTD | -17.6% | -23.5% | +5.9% | -15.2% |
| 1Y | -5.3% | -31.1% | +25.8% | +2.3% |
| 3Y | -22.0% | +38.3% | -60.3% | -44.8% |
| 5Y | -76.5% | +34.6% | -111.1% | -84.7% |
| All | -80.4% | +112.0% | -192.4% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling