-21.8%
PATH vs HON
+23.1%
-44.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -2.4% |
| 7D | -5.6% | -2.9% | -2.7% | -4.9% |
| 30D | -0.7% | +1.4% | -2.1% | -1.0% |
| 3M | -5.9% | -12.8% | +6.9% | -2.7% |
| 6M | +21.6% | -0.7% | +22.3% | +20.1% |
| YTD | -20.6% | +6.9% | -27.5% | -25.5% |
| 1Y | -10.6% | +6.5% | -17.0% | -16.1% |
| All | -21.8% | +23.1% | -44.9% | -41.7% |
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