-81.2%
PATH vs HCA
+167.7%
-248.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.5% |
| 7D | -5.3% | +4.6% | -9.9% | -6.4% |
| 30D | -0.5% | +12.7% | -13.2% | -3.5% |
| 3M | -7.1% | +21.3% | -28.4% | -11.6% |
| 6M | +23.8% | +15.7% | +8.1% | +18.8% |
| YTD | -20.7% | +6.6% | -27.3% | -23.4% |
| 1Y | -8.1% | +5.7% | -13.8% | -11.2% |
| 3Y | -21.8% | +119.2% | -141.1% | -44.7% |
| 5Y | -76.8% | +107.9% | -184.7% | -84.2% |
| All | -81.2% | +167.7% | -248.9% | -86.3% |
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