-80.4%
PATH vs HBM
+215.4%
-295.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +2.0% |
| 7D | -4.8% | -5.8% | +1.1% | -3.5% |
| 30D | +2.7% | -18.5% | +21.1% | +7.5% |
| 3M | -4.2% | -10.3% | +6.1% | -2.8% |
| 6M | +24.7% | +2.1% | +22.6% | +19.4% |
| YTD | -17.6% | +12.0% | -29.6% | -25.9% |
| 1Y | -5.3% | +49.8% | -55.1% | -22.7% |
| 3Y | -22.0% | +377.6% | -399.6% | -57.9% |
| 5Y | -76.5% | +231.8% | -308.3% | -86.3% |
| All | -80.4% | +215.4% | -295.8% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling