-8.6%
PATH vs HBAN
+5.0%
-13.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -0.6% |
| 7D | -2.7% | -0.6% | -2.1% | -2.6% |
| 30D | -3.7% | +3.9% | -7.6% | -4.2% |
| 3M | -13.8% | -8.4% | -5.4% | -13.2% |
| 6M | +20.3% | +0.6% | +19.7% | +20.4% |
| YTD | -20.8% | -5.5% | -15.3% | -21.5% |
| All | -8.6% | +5.0% | -13.6% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling