-81.2%
PATH vs HBAN
+34.1%
-115.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -1.7% |
| 7D | -2.7% | -0.6% | -2.1% | -2.4% |
| 30D | -3.7% | +3.9% | -7.6% | -5.7% |
| 3M | -13.8% | -8.4% | -5.4% | -9.8% |
| 6M | +20.3% | +0.6% | +19.7% | +18.8% |
| YTD | -20.8% | -5.5% | -15.3% | -20.1% |
| 1Y | -9.2% | +5.4% | -14.6% | -14.3% |
| 3Y | -21.8% | +76.7% | -98.5% | -47.0% |
| 5Y | -77.4% | +25.1% | -102.5% | -82.4% |
| All | -81.2% | +34.1% | -115.3% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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