-80.4%
PATH vs HAS
+55.8%
-136.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +1.3% |
| 7D | -4.8% | +2.4% | -7.2% | -6.0% |
| 30D | +2.7% | +31.6% | -28.9% | -11.4% |
| 3M | -4.2% | +33.9% | -38.0% | -18.0% |
| 6M | +24.7% | +31.4% | -6.7% | +6.5% |
| YTD | -17.6% | +51.6% | -69.2% | -36.8% |
| 1Y | -5.3% | +65.2% | -70.5% | -31.3% |
| 3Y | -22.0% | +188.7% | -210.7% | -63.1% |
| 5Y | -76.5% | +55.7% | -132.2% | -82.4% |
| All | -80.4% | +55.8% | -136.2% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling