-8.1%
PATH vs ALHC
-56.7%
+48.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | -0.1% |
| 7D | -5.3% | +1.0% | -6.3% | -5.2% |
| 30D | -0.5% | -14.2% | +13.6% | -0.8% |
| 3M | -7.1% | -45.1% | +38.0% | -9.1% |
| 6M | +23.8% | -59.5% | +83.3% | +24.5% |
| YTD | -20.7% | -62.8% | +42.2% | -20.5% |
| 1Y | -8.1% | -55.5% | +47.4% | -15.8% |
| All | -8.1% | -56.7% | +48.6% | -15.8% |
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