-81.0%
PATH vs HIG
+132.3%
-213.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.9% | +2.6% |
| 7D | -2.7% | -0.7% | -2.1% | -2.5% |
| 30D | -1.4% | +5.4% | -6.7% | -3.3% |
| 3M | -16.4% | -0.9% | -15.5% | -16.2% |
| 6M | +23.3% | +4.8% | +18.5% | +20.7% |
| YTD | -19.8% | +0.9% | -20.7% | -20.8% |
| 1Y | -8.6% | +6.5% | -15.0% | -11.9% |
| 3Y | -24.0% | +95.7% | -119.8% | -47.9% |
| 5Y | -77.1% | +107.1% | -184.2% | -85.5% |
| All | -81.0% | +132.3% | -213.3% | -87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling