-81.1%
PATH vs UUUU
+25.5%
-106.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.2% | +4.5% | -2.1% |
| 7D | -5.6% | -19.9% | +14.3% | -1.5% |
| 30D | -0.7% | -41.5% | +40.8% | +9.8% |
| 3M | -5.9% | -47.0% | +41.2% | +5.6% |
| 6M | +21.6% | -68.7% | +90.3% | +48.9% |
| YTD | -20.6% | -54.7% | +34.1% | -14.4% |
| 1Y | -10.6% | -59.3% | +48.8% | -1.6% |
| 3Y | -24.9% | -17.0% | -7.9% | -39.8% |
| 5Y | -76.8% | -35.9% | -40.9% | -82.4% |
| All | -81.1% | +25.5% | -106.7% | -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