-81.1%
PATH vs HIG
+132.2%
-213.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.4% |
| 7D | -5.6% | +3.8% | -9.4% | -6.8% |
| 30D | -0.7% | +8.1% | -8.8% | -3.6% |
| 3M | -5.9% | -4.1% | -1.7% | -4.6% |
| 6M | +21.6% | +3.1% | +18.5% | +19.8% |
| YTD | -20.6% | +0.8% | -21.4% | -21.5% |
| 1Y | -10.6% | +8.8% | -19.4% | -14.7% |
| 3Y | -24.9% | +95.2% | -120.1% | -48.4% |
| 5Y | -76.8% | +110.8% | -187.7% | -85.2% |
| All | -81.1% | +132.2% | -213.3% | -88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling