-80.4%
PATH vs USB
+38.1%
-118.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +1.8% |
| 7D | -4.8% | +2.4% | -7.2% | -6.2% |
| 30D | +2.7% | +6.6% | -3.9% | -1.2% |
| 3M | -4.2% | -4.1% | -0.1% | -2.1% |
| 6M | +24.7% | +12.5% | +12.3% | +15.3% |
| YTD | -17.6% | +17.6% | -35.2% | -26.2% |
| 1Y | -5.3% | +36.5% | -41.8% | -22.5% |
| 3Y | -22.0% | +95.4% | -117.4% | -48.8% |
| 5Y | -76.5% | +26.1% | -102.6% | -81.3% |
| All | -80.4% | +38.1% | -118.5% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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