-77.0%
PATH vs HBAN
+21.3%
-98.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | -5.3% | -2.0% | -3.4% | -4.2% |
| 30D | -0.5% | +2.0% | -2.5% | -1.7% |
| 3M | -7.1% | -10.0% | +2.9% | -1.4% |
| 6M | +23.8% | -5.3% | +29.1% | +26.5% |
| YTD | -20.7% | -8.2% | -12.5% | -18.7% |
| 1Y | -8.1% | +4.2% | -12.2% | -13.3% |
| 3Y | -21.8% | +66.7% | -88.5% | -48.4% |
| All | -77.0% | +21.3% | -98.3% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling