+111.8%
HOOD vs PATH
-78.0%
+189.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.7% | -6.6% | -8.5% |
| 7D | -14.4% | -5.6% | -8.8% | -11.9% |
| 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% | -11.8% |
| YTD | -30.7% | -20.6% | -10.1% | -26.9% |
| 1Y | -45.0% | -10.6% | -34.4% | -46.3% |
| 3Y | +709.0% | -24.9% | +733.9% | +656.4% |
| 5Y | +111.8% | -76.8% | +188.6% | +220.1% |
| All | +111.8% | -78.0% | +189.8% | +220.1% |
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