-81.1%
PATH vs USHY
+22.5%
-103.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -2.5% |
| 7D | -5.6% | -0.5% | -5.1% | -3.6% |
| 30D | -0.7% | -0.1% | -0.6% | -0.3% |
| 3M | -5.9% | -2.5% | -3.4% | +3.8% |
| 6M | +21.6% | -1.3% | +22.9% | +28.2% |
| YTD | -20.6% | -0.2% | -20.5% | -20.2% |
| 1Y | -10.6% | +1.3% | -11.9% | -15.1% |
| 3Y | -24.9% | +23.4% | -48.3% | -65.5% |
| 5Y | -76.8% | +18.1% | -94.9% | -85.0% |
| All | -81.1% | +22.5% | -103.7% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling