-45.0%
HOOD vs PATH
-9.8%
-35.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.7% | -6.6% | -9.0% |
| 7D | -14.4% | -5.6% | -8.8% | -12.6% |
| 30D | -30.0% | -0.7% | -29.3% | -29.8% |
| 3M | -15.5% | -5.9% | -9.7% | -14.7% |
| 6M | +1.8% | +21.6% | -19.8% | -7.1% |
| YTD | -30.7% | -20.6% | -10.1% | -28.7% |
| 1Y | -45.0% | -10.6% | -34.4% | -45.4% |
| All | -45.0% | -9.8% | -35.2% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling