-81.1%
PATH vs URI
+251.9%
-333.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -0.6% |
| 7D | -5.6% | -12.9% | +7.3% | +0.2% |
| 30D | -0.7% | -3.4% | +2.7% | +0.5% |
| 3M | -5.9% | -10.0% | +4.2% | -2.4% |
| 6M | +21.6% | +12.2% | +9.4% | +11.2% |
| YTD | -20.6% | +29.8% | -50.4% | -35.7% |
| 1Y | -10.6% | +24.6% | -35.2% | -25.9% |
| 3Y | -24.9% | +137.6% | -162.5% | -61.2% |
| 5Y | -76.8% | +176.6% | -253.4% | -90.4% |
| All | -81.1% | +251.9% | -333.0% | -92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling