-21.8%
PATH vs USHY
+23.7%
-45.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | -0.3% | -5.1% | -4.3% |
| 30D | -0.5% | 0.0% | -0.6% | -0.5% |
| 3M | -7.1% | -2.4% | -4.7% | +2.5% |
| 6M | +23.8% | -1.6% | +25.4% | +32.7% |
| YTD | -20.7% | -0.2% | -20.5% | -20.4% |
| 1Y | -8.1% | +1.2% | -9.3% | -13.2% |
| 3Y | -21.8% | +24.1% | -45.9% | -76.1% |
| All | -21.8% | +23.7% | -45.5% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 3y: compounded portfolio wealth divided by compounded USHY 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…
3y analysis · Full analysis span regression · 6 months rolling