-77.1%
PATH vs UUUU
-34.9%
-42.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +1.8% |
| 7D | -2.7% | -3.5% | +0.7% | -2.2% |
| 30D | -1.4% | -28.3% | +26.9% | +4.9% |
| 3M | -16.4% | -53.1% | +36.7% | -3.7% |
| 6M | +23.3% | -68.6% | +91.8% | +52.1% |
| YTD | -19.8% | -52.3% | +32.5% | -14.6% |
| 1Y | -8.6% | -55.8% | +47.2% | -1.2% |
| 3Y | -24.0% | -12.3% | -11.8% | -41.5% |
| 5Y | -77.1% | -36.9% | -40.2% | -84.6% |
| All | -77.1% | -34.9% | -42.3% | -84.6% |
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