-78.0%
PATH vs HDB
-26.8%
-51.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.4% |
| 7D | -16.3% | +0.4% | -16.7% | -16.5% |
| 30D | +9.9% | -2.8% | +12.7% | +11.1% |
| 3M | +30.2% | -3.5% | +33.7% | +31.2% |
| 6M | +37.2% | -24.7% | +61.9% | +54.6% |
| YTD | -7.3% | -36.6% | +29.2% | +14.2% |
| 1Y | +40.0% | -34.4% | +74.4% | +68.4% |
| 3Y | -4.4% | -24.4% | +20.0% | +2.3% |
| 5Y | -76.0% | -35.4% | -40.7% | -74.3% |
| All | -78.0% | -26.8% | -51.2% | -78.4% |
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