-80.8%
PATH vs UUUU
+25.5%
-106.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.6% |
| 7D | +2.1% | -1.1% | +3.1% | +2.1% |
| 30D | +1.6% | -21.0% | +22.6% | +6.0% |
| 3M | -20.4% | -54.8% | +34.4% | -8.1% |
| 6M | +40.1% | -67.3% | +107.5% | +70.3% |
| YTD | -19.0% | -54.7% | +35.6% | -12.8% |
| 1Y | -5.8% | -57.4% | +51.6% | +2.5% |
| 3Y | -22.9% | -19.6% | -3.3% | -37.6% |
| 5Y | -75.3% | -40.0% | -35.3% | -81.1% |
| All | -80.8% | +25.5% | -106.3% | -86.4% |
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