+18.7%
PATH vs HLT
+12.0%
+6.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.2% | -5.6% | -8.1% |
| 7D | -22.8% | -2.4% | -20.4% | -23.1% |
| 30D | -6.9% | -4.1% | -2.8% | -7.8% |
| 3M | +25.4% | -10.6% | +36.0% | +23.2% |
| 6M | +18.1% | +2.0% | +16.1% | +18.4% |
| YTD | -14.5% | +6.1% | -20.7% | -12.6% |
| 1Y | +18.7% | +9.8% | +8.9% | +24.1% |
| All | +18.7% | +12.0% | +6.8% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 1y: compounded portfolio wealth divided by compounded HLT 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…
1y analysis · Full analysis span regression · 6 months rolling