-81.2%
PATH vs HON
+9.5%
-90.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -1.1% |
| 7D | -5.3% | +0.8% | -6.1% | -5.8% |
| 30D | -0.5% | +5.7% | -6.3% | -3.4% |
| 3M | -7.1% | -8.3% | +1.2% | -3.4% |
| 6M | +23.8% | -2.4% | +26.2% | +22.6% |
| YTD | -20.7% | +9.0% | -29.7% | -28.6% |
| 1Y | -8.1% | +9.2% | -17.3% | -17.6% |
| 3Y | -21.8% | +26.3% | -48.2% | -40.5% |
| 5Y | -76.8% | +9.1% | -86.0% | -81.9% |
| All | -81.2% | +9.5% | -90.7% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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