-81.2%
PATH vs UUUU
+39.2%
-120.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.8% | -9.9% | -2.1% |
| 7D | -2.7% | -1.1% | -1.6% | -2.6% |
| 30D | -3.7% | -26.6% | +22.9% | +1.8% |
| 3M | -13.8% | -48.3% | +34.5% | -2.9% |
| 6M | +20.3% | -65.8% | +86.1% | +45.1% |
| YTD | -20.8% | -49.7% | +28.9% | -16.4% |
| 1Y | -9.2% | -53.3% | +44.1% | -3.0% |
| 3Y | -21.8% | -7.4% | -14.4% | -38.7% |
| 5Y | -77.4% | -33.4% | -44.1% | -83.0% |
| All | -81.2% | +39.2% | -120.4% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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