-78.0%
PATH vs HBAN
+42.1%
-120.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.2% | -16.5% | -16.5% |
| 7D | -16.3% | +0.7% | -17.0% | -16.6% |
| 30D | +9.9% | -3.2% | +13.2% | +11.7% |
| 3M | +30.2% | +4.0% | +26.2% | +26.7% |
| 6M | +37.2% | +3.1% | +34.1% | +32.9% |
| YTD | -7.3% | 0.0% | -7.4% | -9.4% |
| 1Y | +40.0% | -1.2% | +41.2% | +37.1% |
| 3Y | -4.4% | +72.5% | -76.9% | -34.4% |
| 5Y | -76.0% | +39.3% | -115.3% | -81.9% |
| All | -78.0% | +42.1% | -120.1% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling