-81.2%
PATH vs HIG
+126.9%
-208.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.7% |
| 7D | -5.3% | +1.1% | -6.4% | -5.7% |
| 30D | -0.5% | +5.6% | -6.1% | -2.6% |
| 3M | -7.1% | -6.9% | -0.3% | -4.9% |
| 6M | +23.8% | +1.3% | +22.5% | +22.8% |
| YTD | -20.7% | -1.5% | -19.2% | -20.9% |
| 1Y | -8.1% | +6.6% | -14.7% | -11.7% |
| 3Y | -21.8% | +91.2% | -113.0% | -45.9% |
| 5Y | -76.8% | +106.1% | -182.9% | -85.1% |
| All | -81.2% | +126.9% | -208.1% | -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