-81.2%
PATH vs HL
+143.3%
-224.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.4% |
| 7D | -5.3% | +8.9% | -14.3% | -6.7% |
| 30D | -0.5% | -10.1% | +9.5% | +1.0% |
| 3M | -7.1% | -7.0% | -0.1% | -6.6% |
| 6M | +23.8% | -18.8% | +42.6% | +25.7% |
| YTD | -20.7% | -23.1% | +2.5% | -20.1% |
| 1Y | -8.1% | +8.9% | -16.9% | -14.1% |
| 3Y | -21.8% | +255.0% | -276.8% | -47.4% |
| 5Y | -76.8% | +151.5% | -228.3% | -84.2% |
| All | -81.2% | +143.3% | -224.5% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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