-78.0%
PATH vs HAS
+18.6%
-96.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.4% |
| 7D | -16.3% | -1.8% | -14.5% | -15.5% |
| 30D | +9.9% | +2.3% | +7.6% | +8.7% |
| 3M | +30.2% | +10.4% | +19.8% | +23.0% |
| 6M | +37.2% | -3.2% | +40.5% | +36.6% |
| YTD | -7.3% | +15.4% | -22.7% | -17.7% |
| 1Y | +40.0% | +18.8% | +21.2% | +21.3% |
| 3Y | -4.4% | +43.9% | -48.3% | -29.9% |
| 5Y | -76.0% | +13.9% | -89.9% | -79.2% |
| All | -78.0% | +18.6% | -96.6% | -81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling