+40.0%
PATH vs HIG
+5.1%
+34.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.5% | -17.1% |
| 7D | -16.3% | +0.3% | -16.6% | -16.2% |
| 30D | +9.9% | -3.2% | +13.1% | +8.5% |
| 3M | +30.2% | +9.1% | +21.0% | +36.7% |
| 6M | +37.2% | -1.8% | +39.0% | +33.2% |
| YTD | -7.3% | +1.8% | -9.1% | -7.4% |
| 1Y | +40.0% | +4.6% | +35.4% | +44.0% |
| All | +40.0% | +5.1% | +34.9% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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