-10.6%
PATH vs ALHC
-55.4%
+44.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -3.8% |
| 7D | -5.6% | -6.2% | +0.6% | -5.7% |
| 30D | -0.7% | -9.7% | +9.0% | -0.9% |
| 3M | -5.9% | -44.7% | +38.9% | -7.8% |
| 6M | +21.6% | -58.7% | +80.3% | +22.7% |
| YTD | -20.6% | -61.7% | +41.1% | -20.6% |
| 1Y | -10.6% | -55.7% | +45.1% | -17.6% |
| All | -10.6% | -55.4% | +44.8% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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