-78.0%
PATH vs HON
+4.3%
-82.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.0% | -17.6% | -17.1% |
| 7D | -16.3% | -3.6% | -12.7% | -14.8% |
| 30D | +9.9% | -15.3% | +25.2% | +19.3% |
| 3M | +30.2% | -7.9% | +38.1% | +33.3% |
| 6M | +37.2% | -18.1% | +55.3% | +50.1% |
| YTD | -7.3% | +3.8% | -11.2% | -14.4% |
| 1Y | +40.0% | +0.5% | +39.5% | +31.3% |
| 3Y | -4.4% | +19.8% | -24.2% | -24.9% |
| 5Y | -76.0% | +2.9% | -78.9% | -80.9% |
| All | -78.0% | +4.3% | -82.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling