-81.2%
PATH vs HD
+21.2%
-102.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +1.2% |
| 7D | -5.3% | +4.3% | -9.7% | -8.3% |
| 30D | -0.5% | +20.2% | -20.7% | -13.2% |
| 3M | -7.1% | -1.0% | -6.1% | -7.1% |
| 6M | +23.8% | +7.9% | +15.9% | +15.3% |
| YTD | -20.7% | +2.0% | -22.7% | -24.8% |
| 1Y | -8.1% | -4.3% | -3.8% | -8.6% |
| 3Y | -21.8% | +25.9% | -47.8% | -43.4% |
| 5Y | -76.8% | +5.8% | -82.7% | -81.9% |
| All | -81.2% | +21.2% | -102.4% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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