-77.1%
PATH vs HCA
+115.1%
-192.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -1.4% | +10.3% | -11.7% | -4.1% |
| 3M | -16.4% | +23.2% | -39.6% | -21.4% |
| 6M | +23.3% | +19.1% | +4.1% | +16.6% |
| YTD | -19.8% | +9.0% | -28.8% | -23.5% |
| 1Y | -8.6% | +10.2% | -18.8% | -13.3% |
| 3Y | -24.0% | +122.4% | -146.4% | -50.1% |
| 5Y | -77.1% | +116.3% | -193.4% | -85.9% |
| All | -77.1% | +115.1% | -192.2% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling