+21.6%
PATH vs UUUU
-70.0%
+91.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.2% | +4.5% | -3.1% |
| 7D | -5.6% | -19.9% | +14.3% | -4.2% |
| 30D | -0.7% | -41.5% | +40.8% | +2.8% |
| 3M | -5.9% | -47.0% | +41.2% | -1.9% |
| 6M | +21.6% | -68.7% | +90.3% | +23.0% |
| All | +21.6% | -70.0% | +91.6% | +23.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling