-77.1%
PATH vs HPQ
+8.3%
-85.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.4% |
| 7D | -2.3% | +0.5% | -2.8% | -2.6% |
| 30D | -4.8% | -5.9% | +1.1% | -2.7% |
| 3M | -17.7% | -3.7% | -14.0% | -18.2% |
| 6M | +18.9% | +28.1% | -9.2% | +2.9% |
| YTD | -21.7% | +32.5% | -54.2% | -34.0% |
| 1Y | -9.6% | +18.1% | -27.8% | -19.5% |
| 3Y | -25.8% | +16.4% | -42.3% | -41.6% |
| 5Y | -77.1% | +8.9% | -86.0% | -78.5% |
| All | -77.1% | +8.3% | -85.4% | -78.5% |
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