-8.1%
PATH vs HPE
+92.5%
-100.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -5.3% | -18.7% | +13.4% | -4.1% |
| 30D | -0.5% | -37.9% | +37.4% | +2.1% |
| 3M | -7.1% | -14.4% | +7.3% | -7.0% |
| 6M | +23.8% | +48.2% | -24.4% | +10.6% |
| YTD | -20.7% | +88.6% | -109.3% | -32.9% |
| 1Y | -8.1% | +94.8% | -102.8% | -24.7% |
| All | -8.1% | +92.5% | -100.5% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling