-18.8%
PATH vs ALHC
+35.2%
-54.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.1% | -7.3% | +2.8% |
| 7D | -4.8% | -0.5% | -4.3% | -4.8% |
| 30D | +2.7% | -4.2% | +6.9% | +2.7% |
| 3M | -4.2% | -39.8% | +35.6% | -4.1% |
| 6M | +24.7% | -57.7% | +82.5% | +26.0% |
| YTD | -17.6% | -58.8% | +41.2% | -16.8% |
| 1Y | -5.3% | -52.4% | +47.0% | -4.9% |
| All | -18.8% | +35.2% | -54.0% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling