-10.6%
PATH vs HD
-6.0%
-4.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.7% |
| 7D | -5.6% | +6.4% | -12.0% | -5.6% |
| 30D | -0.7% | +22.1% | -22.7% | -0.7% |
| 3M | -5.9% | -0.2% | -5.7% | -6.5% |
| 6M | +21.6% | +12.6% | +9.0% | +23.6% |
| YTD | -20.6% | +3.9% | -24.5% | -20.3% |
| 1Y | -10.6% | -3.7% | -6.8% | -10.4% |
| All | -10.6% | -6.0% | -4.6% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling