-10.6%
PATH vs HAS
+62.3%
-72.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.6% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -0.7% | +31.3% | -32.0% | -2.1% |
| 3M | -5.9% | +32.1% | -38.0% | -7.1% |
| 6M | +21.6% | +28.1% | -6.5% | +19.2% |
| YTD | -20.6% | +49.1% | -69.7% | -21.1% |
| 1Y | -10.6% | +60.5% | -71.1% | -6.8% |
| All | -10.6% | +62.3% | -72.8% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling