-78.0%
PATH vs HIMS
+176.8%
-254.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.5% |
| 7D | -16.3% | -3.9% | -12.4% | -15.5% |
| 30D | +9.9% | -12.4% | +22.4% | +12.7% |
| 3M | +30.2% | -1.1% | +31.2% | +27.1% |
| 6M | +37.2% | +68.4% | -31.2% | +13.8% |
| YTD | -7.3% | -14.7% | +7.3% | -9.8% |
| 1Y | +40.0% | -42.4% | +82.4% | +48.3% |
| 3Y | -4.4% | +304.5% | -308.9% | -59.9% |
| 5Y | -76.0% | +237.5% | -313.5% | -91.2% |
| All | -78.0% | +176.8% | -254.8% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 HIMS 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