-81.1%
PATH vs HCA
+174.5%
-255.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.5% |
| 7D | -5.6% | +6.1% | -11.7% | -7.0% |
| 30D | -0.7% | +17.4% | -18.1% | -4.6% |
| 3M | -5.9% | +24.1% | -30.0% | -10.9% |
| 6M | +21.6% | +18.8% | +2.8% | +15.9% |
| YTD | -20.6% | +9.3% | -29.9% | -23.8% |
| 1Y | -10.6% | +8.0% | -18.6% | -14.0% |
| 3Y | -24.9% | +124.9% | -149.8% | -47.2% |
| 5Y | -76.8% | +113.2% | -190.0% | -84.2% |
| All | -81.1% | +174.5% | -255.6% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling