-81.0%
PATH vs HON
+13.3%
-94.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -2.7% | -0.4% | -2.4% | -2.6% |
| 30D | -1.4% | +8.6% | -9.9% | -5.5% |
| 3M | -16.4% | -0.8% | -15.6% | -16.5% |
| 6M | +23.3% | -0.1% | +23.4% | +20.7% |
| YTD | -19.8% | +12.8% | -32.6% | -29.1% |
| 1Y | -8.6% | +10.4% | -19.0% | -18.2% |
| 3Y | -24.0% | +30.5% | -54.5% | -43.1% |
| 5Y | -77.1% | +15.0% | -92.1% | -82.4% |
| All | -81.0% | +13.3% | -94.3% | -85.6% |
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