-21.6%
PATH vs HON
+28.1%
-49.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.5% |
| 7D | -5.3% | +0.8% | -6.1% | -5.5% |
| 30D | -0.5% | +5.7% | -6.3% | -1.8% |
| 3M | -7.1% | -8.3% | +1.2% | -5.2% |
| 6M | +23.8% | -2.4% | +26.2% | +23.4% |
| YTD | -20.7% | +9.0% | -29.7% | -26.0% |
| 1Y | -8.1% | +9.2% | -17.3% | -14.4% |
| All | -21.6% | +28.1% | -49.7% | -39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling