-77.0%
PATH vs HON
+8.3%
-85.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.6% |
| 3M | -7.1% | -8.3% | +1.2% | -3.1% |
| 6M | +23.8% | -2.4% | +26.2% | +22.4% |
| YTD | -20.7% | +9.0% | -29.7% | -29.4% |
| 1Y | -8.1% | +9.2% | -17.3% | -18.6% |
| 3Y | -21.8% | +26.3% | -48.2% | -43.1% |
| All | -77.0% | +8.3% | -85.3% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling