-75.7%
PATH vs UUUU
+126.1%
-201.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.5% | -16.8% |
| 7D | -16.3% | -1.4% | -14.9% | -16.1% |
| 30D | +9.9% | +16.3% | -6.4% | +6.3% |
| 3M | +30.2% | -16.7% | +46.9% | +33.6% |
| 6M | +37.2% | -33.7% | +70.9% | +44.6% |
| YTD | -7.3% | -0.5% | -6.8% | -14.1% |
| 1Y | +40.0% | +28.9% | +11.1% | +16.1% |
| 3Y | -4.4% | +99.9% | -104.3% | -38.5% |
| All | -75.7% | +126.1% | -201.8% | -85.9% |
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