-75.2%
PATH vs HBAN
+21.1%
-96.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +2.1% | +2.3% | -0.2% | +0.7% |
| 30D | +1.6% | +4.8% | -3.2% | -1.1% |
| 3M | -20.4% | -10.1% | -10.4% | -15.5% |
| 6M | +40.1% | +5.0% | +35.1% | +34.4% |
| YTD | -19.0% | -6.1% | -12.9% | -18.1% |
| 1Y | -5.8% | +4.6% | -10.4% | -11.3% |
| 3Y | -22.9% | +74.9% | -97.9% | -50.7% |
| All | -75.2% | +21.1% | -96.3% | -81.2% |
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