-81.2%
PATH vs HPE
+230.8%
-311.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.5% |
| 7D | -5.3% | -18.7% | +13.4% | +1.0% |
| 30D | -0.5% | -37.9% | +37.4% | +15.6% |
| 3M | -7.1% | -14.4% | +7.3% | -5.7% |
| 6M | +23.8% | +48.2% | -24.4% | -5.4% |
| YTD | -20.7% | +88.6% | -109.3% | -47.0% |
| 1Y | -8.1% | +94.8% | -102.8% | -39.6% |
| 3Y | -21.8% | +202.7% | -224.5% | -62.8% |
| 5Y | -76.8% | +231.6% | -308.5% | -89.7% |
| All | -81.2% | +230.8% | -311.9% | -91.5% |
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