-80.8%
PATH vs UTHR
+183.4%
-264.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +2.1% | +5.2% | -3.1% | +1.5% |
| 30D | +1.6% | +9.5% | -7.9% | +0.7% |
| 3M | -20.4% | +17.9% | -38.4% | -21.8% |
| 6M | +40.1% | +2.0% | +38.1% | +39.5% |
| YTD | -19.0% | +21.3% | -40.4% | -21.3% |
| 1Y | -5.8% | +27.9% | -33.7% | -9.0% |
| 3Y | -22.9% | +162.3% | -185.3% | -33.8% |
| 5Y | -75.3% | +190.7% | -266.0% | -79.6% |
| All | -80.8% | +183.4% | -264.1% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling