-9.6%
PATH vs UUUU
-58.9%
+49.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.8% | +6.6% | -0.4% |
| 7D | -2.3% | -6.9% | +4.6% | -1.7% |
| 30D | -4.8% | -32.3% | +27.5% | -1.5% |
| 3M | -17.7% | -52.8% | +35.1% | -12.2% |
| 6M | +18.9% | -68.5% | +87.4% | +31.2% |
| YTD | -21.7% | -53.6% | +31.9% | -25.8% |
| 1Y | -9.6% | -59.1% | +49.5% | -9.0% |
| All | -9.6% | -58.9% | +49.2% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling