-77.0%
PATH vs UUUU
-36.6%
-40.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.3% |
| 7D | -5.3% | -13.6% | +8.3% | -2.5% |
| 30D | -0.5% | -35.1% | +34.6% | +8.1% |
| 3M | -7.1% | -48.4% | +41.2% | +5.1% |
| 6M | +23.8% | -71.7% | +95.5% | +56.4% |
| YTD | -20.7% | -54.2% | +33.5% | -14.7% |
| 1Y | -8.1% | -56.0% | +47.9% | -0.7% |
| 3Y | -21.8% | -13.1% | -8.8% | -40.1% |
| All | -77.0% | -36.6% | -40.4% | -84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling