-75.7%
PATH vs HON
+3.2%
-78.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.0% | -17.6% | -17.2% |
| 7D | -16.3% | -3.6% | -12.7% | -14.7% |
| 30D | +9.9% | -15.3% | +25.2% | +20.0% |
| 3M | +30.2% | -7.9% | +38.1% | +33.5% |
| 6M | +37.2% | -18.1% | +55.3% | +51.1% |
| YTD | -7.3% | +3.8% | -11.2% | -15.1% |
| 1Y | +40.0% | +0.5% | +39.5% | +30.4% |
| 3Y | -4.4% | +19.8% | -24.2% | -27.6% |
| All | -75.7% | +3.2% | -78.9% | -81.3% |
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