-81.4%
PATH vs HPE
+254.1%
-335.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -2.3% | -9.7% | +7.5% | +0.7% |
| 30D | -4.8% | -34.8% | +29.9% | +8.8% |
| 3M | -17.7% | -12.1% | -5.6% | -17.1% |
| 6M | +18.9% | +53.7% | -34.8% | -9.8% |
| YTD | -21.7% | +101.9% | -123.6% | -48.9% |
| 1Y | -9.6% | +104.3% | -114.0% | -41.4% |
| 3Y | -25.8% | +223.1% | -248.9% | -65.5% |
| 5Y | -77.1% | +249.2% | -326.3% | -89.9% |
| All | -81.4% | +254.1% | -335.5% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 10y: compounded portfolio wealth divided by compounded HPE 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…
10y analysis · Full analysis span regression · 6 months rolling