-9.6%
PATH vs HCA
+11.6%
-21.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.3% | +9.0% | -11.3% | -1.2% |
| 30D | -4.8% | +11.8% | -16.6% | -3.3% |
| 3M | -17.7% | +22.1% | -39.8% | -14.9% |
| 6M | +18.9% | +16.4% | +2.6% | +20.0% |
| YTD | -21.7% | +8.6% | -30.3% | -24.2% |
| 1Y | -9.6% | +10.6% | -20.2% | -10.7% |
| All | -9.6% | +11.6% | -21.3% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling