-76.8%
PATH vs HBM
+204.6%
-281.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.4% | +3.7% | -1.9% |
| 7D | -5.6% | -11.9% | +6.3% | -2.7% |
| 30D | -0.7% | -23.6% | +22.9% | +5.8% |
| 3M | -5.9% | -20.5% | +14.7% | -1.5% |
| 6M | +21.6% | -7.9% | +29.5% | +19.2% |
| YTD | -20.6% | +3.8% | -24.4% | -27.7% |
| 1Y | -10.6% | +31.7% | -42.3% | -25.2% |
| 3Y | -24.9% | +342.4% | -367.3% | -60.6% |
| 5Y | -76.8% | +205.5% | -282.3% | -86.1% |
| All | -76.8% | +204.6% | -281.4% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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