-6.1%
PATH vs HDB
-24.6%
+18.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.5% |
| 7D | -16.3% | +0.4% | -16.7% | -16.4% |
| 30D | +9.9% | -2.8% | +12.7% | +10.6% |
| 3M | +30.2% | -3.5% | +33.7% | +30.8% |
| 6M | +37.2% | -24.7% | +61.9% | +46.7% |
| YTD | -7.3% | -36.6% | +29.2% | +4.7% |
| 1Y | +40.0% | -34.4% | +74.4% | +55.6% |
| All | -6.1% | -24.6% | +18.4% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling