-75.7%
PATH vs HPQ
+32.3%
-108.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.2% | -18.9% | -17.7% |
| 7D | -16.3% | +6.9% | -23.3% | -19.2% |
| 30D | +9.9% | +14.4% | -4.5% | +2.5% |
| 3M | +30.2% | +25.6% | +4.5% | +16.1% |
| 6M | +37.2% | +75.0% | -37.8% | +3.3% |
| YTD | -7.3% | +50.7% | -58.0% | -25.1% |
| 1Y | +40.0% | +18.7% | +21.3% | +26.9% |
| 3Y | -4.4% | +21.5% | -25.9% | -23.1% |
| All | -75.7% | +32.3% | -108.0% | -79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling