-21.8%
PATH vs UUUU
-18.4%
-3.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.2% |
| 7D | -5.3% | -13.6% | +8.3% | -4.1% |
| 30D | -0.5% | -35.1% | +34.6% | +3.0% |
| 3M | -7.1% | -48.4% | +41.2% | -2.2% |
| 6M | +23.8% | -71.7% | +95.5% | +36.4% |
| YTD | -20.7% | -54.2% | +33.5% | -18.0% |
| 1Y | -8.1% | -56.0% | +47.9% | -4.7% |
| 3Y | -21.8% | -13.1% | -8.8% | -32.5% |
| All | -21.8% | -18.4% | -3.4% | -32.5% |
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