-6.1%
PATH vs USHY
+27.4%
-33.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.5% |
| 7D | -16.3% | -0.1% | -16.2% | -15.8% |
| 30D | +9.9% | +0.1% | +9.8% | +9.7% |
| 3M | +30.2% | +0.8% | +29.3% | +26.4% |
| 6M | +37.2% | +1.7% | +35.5% | +27.9% |
| YTD | -7.3% | +2.5% | -9.8% | -16.3% |
| 1Y | +40.0% | +4.4% | +35.6% | +16.7% |
| All | -6.1% | +27.4% | -33.5% | -67.1% |
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