-75.7%
PATH vs ALHC
-33.5%
-42.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | -0.6% | -15.7% | -16.2% |
| 30D | +9.9% | -1.0% | +10.9% | +9.9% |
| 3M | +30.2% | -10.2% | +40.3% | +29.3% |
| 6M | +37.2% | -28.3% | +65.5% | +40.3% |
| YTD | -7.3% | -31.4% | +24.1% | -4.8% |
| 1Y | +40.0% | -16.9% | +56.9% | +37.8% |
| 3Y | -4.4% | +135.5% | -139.9% | -38.2% |
| All | -75.7% | -33.5% | -42.2% | -79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling