-81.2%
PATH vs HDB
-18.5%
-62.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.8% | -1.3% |
| 7D | -2.7% | +13.7% | -16.4% | -8.1% |
| 30D | -3.7% | +15.8% | -19.6% | -10.0% |
| 3M | -13.8% | +9.2% | -23.0% | -17.6% |
| 6M | +20.3% | +3.2% | +17.1% | +17.2% |
| YTD | -20.8% | -29.4% | +8.6% | -7.4% |
| 1Y | -9.2% | -27.9% | +18.7% | +4.7% |
| 3Y | -21.8% | -5.9% | -15.9% | -26.3% |
| 5Y | -77.4% | -23.5% | -53.9% | -77.4% |
| All | -81.2% | -18.5% | -62.7% | -82.4% |
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