+717.4%
HOOD vs PATH
-24.3%
+741.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.7% | -6.6% | -8.8% |
| 7D | -14.4% | -5.6% | -8.8% | -12.3% |
| 30D | -30.0% | -0.7% | -29.3% | -29.8% |
| 3M | -15.5% | -5.9% | -9.7% | -14.6% |
| 6M | +1.8% | +21.6% | -19.8% | -9.3% |
| YTD | -30.7% | -20.6% | -10.1% | -27.1% |
| 1Y | -45.0% | -10.6% | -34.4% | -45.7% |
| All | +717.4% | -24.3% | +741.7% | +672.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling