+135.8%
HOOD vs PATH
-75.2%
+211.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.9% | +0.6% |
| 7D | -4.4% | -4.8% | +0.4% | -2.1% |
| 30D | -23.4% | +2.7% | -26.1% | -24.5% |
| 3M | -6.5% | -4.2% | -2.3% | -6.4% |
| 6M | +14.2% | +24.7% | -10.6% | -2.4% |
| YTD | -22.7% | -17.6% | -5.1% | -20.1% |
| 1Y | -36.1% | -5.3% | -30.8% | -39.5% |
| 3Y | +802.1% | -22.0% | +824.1% | +726.8% |
| 5Y | +135.8% | -76.5% | +212.3% | +244.6% |
| All | +135.8% | -75.2% | +211.0% | +244.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling