-76.5%
PATH vs URI
+202.6%
-279.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.4% | +7.3% | +4.9% |
| 7D | -4.8% | -4.3% | -0.5% | -3.0% |
| 30D | +2.7% | +4.6% | -1.9% | +0.2% |
| 3M | -4.2% | -2.1% | -2.1% | -4.2% |
| 6M | +24.7% | +21.9% | +2.8% | +9.1% |
| YTD | -17.6% | +39.7% | -57.3% | -36.3% |
| 1Y | -5.3% | +32.9% | -38.2% | -24.7% |
| 3Y | -22.0% | +155.8% | -177.8% | -63.8% |
| 5Y | -76.5% | +202.4% | -279.0% | -91.8% |
| All | -76.5% | +202.6% | -279.1% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling