-80.8%
PATH vs HCA
+169.9%
-250.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.1% | +0.8% | +1.3% | +1.9% |
| 30D | +1.6% | +6.1% | -4.5% | +0.1% |
| 3M | -20.4% | +21.4% | -41.9% | -24.3% |
| 6M | +40.1% | +17.2% | +23.0% | +34.0% |
| YTD | -19.0% | +7.5% | -26.5% | -22.0% |
| 1Y | -5.8% | +6.2% | -12.0% | -9.0% |
| 3Y | -22.9% | +122.0% | -144.9% | -45.7% |
| 5Y | -75.3% | +112.2% | -187.5% | -83.1% |
| All | -80.8% | +169.9% | -250.7% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 10y: compounded portfolio wealth divided by compounded HCA 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…
10y analysis · Full analysis span regression · 6 months rolling