-81.1%
PATH vs HDB
-22.0%
-59.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -4.4% |
| 7D | -5.6% | +13.3% | -18.9% | -10.7% |
| 30D | -0.7% | +10.2% | -10.9% | -5.1% |
| 3M | -5.9% | +3.6% | -9.4% | -7.9% |
| 6M | +21.6% | -0.5% | +22.1% | +20.2% |
| YTD | -20.6% | -32.4% | +11.8% | -5.3% |
| 1Y | -10.6% | -31.1% | +20.5% | +5.2% |
| 3Y | -24.9% | -12.6% | -12.3% | -26.4% |
| 5Y | -76.8% | -25.7% | -51.2% | -76.5% |
| All | -81.1% | -22.0% | -59.1% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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