-81.0%
PATH vs HPQ
+6.2%
-87.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +0.7% | -1.9% | +2.6% | +1.5% |
| 30D | -1.1% | -5.7% | +4.6% | +1.0% |
| 3M | -14.2% | -0.4% | -13.7% | -15.8% |
| 6M | +30.9% | +40.0% | -9.1% | +9.7% |
| YTD | -20.1% | +34.6% | -54.7% | -32.5% |
| 1Y | -8.1% | +20.4% | -28.5% | -18.2% |
| 3Y | -24.3% | +18.3% | -42.6% | -39.2% |
| 5Y | -75.6% | +9.6% | -85.2% | -78.2% |
| All | -81.0% | +6.2% | -87.2% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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