-77.0%
PATH vs HPQ
+7.7%
-84.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.3% | +1.4% |
| 7D | -5.3% | -1.1% | -4.2% | -4.9% |
| 30D | -0.5% | -11.7% | +11.2% | +4.5% |
| 3M | -7.1% | +2.0% | -9.1% | -10.1% |
| 6M | +23.8% | +35.9% | -12.0% | +3.9% |
| YTD | -20.7% | +32.7% | -53.4% | -33.2% |
| 1Y | -8.1% | +14.3% | -22.4% | -16.8% |
| 3Y | -21.8% | +17.8% | -39.7% | -39.0% |
| All | -77.0% | +7.7% | -84.7% | -78.6% |
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