+40.0%
PATH vs URI
+7.3%
+32.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.6% | -18.2% | -16.5% |
| 7D | -16.3% | -2.0% | -14.3% | -16.4% |
| 30D | +9.9% | -12.9% | +22.9% | +9.3% |
| 3M | +30.2% | -6.7% | +36.9% | +30.0% |
| 6M | +37.2% | +19.0% | +18.2% | +37.9% |
| YTD | -7.3% | +25.5% | -32.9% | -7.1% |
| 1Y | +40.0% | +5.5% | +34.5% | +47.6% |
| All | +40.0% | +7.3% | +32.7% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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