-78.0%
PATH vs UUUU
+175.6%
-253.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.4% |
| 3M | +30.2% | -16.7% | +46.9% | +33.5% |
| 6M | +37.2% | -33.7% | +70.9% | +44.4% |
| YTD | -7.3% | -0.5% | -6.8% | -13.8% |
| 1Y | +40.0% | +28.9% | +11.1% | +17.3% |
| 3Y | -4.4% | +99.9% | -104.3% | -36.7% |
| 5Y | -76.0% | +135.3% | -211.3% | -85.5% |
| All | -78.0% | +175.6% | -253.6% | -86.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling