-23.7%
PATH vs UUUU
-12.8%
-10.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +2.2% |
| 7D | -2.7% | -3.5% | +0.7% | -2.5% |
| 30D | -1.4% | -28.3% | +26.9% | +1.3% |
| 3M | -16.4% | -53.1% | +36.7% | -11.3% |
| 6M | +23.3% | -68.6% | +91.8% | +34.6% |
| YTD | -19.8% | -52.3% | +32.5% | -17.4% |
| 1Y | -8.6% | -55.8% | +47.2% | -5.2% |
| All | -23.7% | -12.8% | -10.9% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling