-81.1%
PATH vs HD
+23.5%
-104.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -2.6% |
| 7D | -5.6% | +6.4% | -12.0% | -9.8% |
| 30D | -0.7% | +22.1% | -22.7% | -14.3% |
| 3M | -5.9% | -0.2% | -5.7% | -6.4% |
| 6M | +21.6% | +12.6% | +9.0% | +9.7% |
| YTD | -20.6% | +3.9% | -24.5% | -25.7% |
| 1Y | -10.6% | -3.7% | -6.8% | -11.2% |
| 3Y | -24.9% | +27.9% | -52.7% | -46.1% |
| 5Y | -76.8% | +7.8% | -84.6% | -82.1% |
| All | -81.1% | +23.5% | -104.6% | -85.1% |
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