-75.2%
PATH vs HPQ
+11.1%
-86.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.6% |
| 7D | +2.1% | +3.2% | -1.1% | +0.7% |
| 30D | +1.6% | -3.6% | +5.2% | +2.8% |
| 3M | -20.4% | -5.3% | -15.2% | -20.2% |
| 6M | +40.1% | +41.1% | -1.0% | +15.9% |
| YTD | -19.0% | +36.9% | -55.9% | -32.8% |
| 1Y | -5.8% | +23.5% | -29.3% | -17.8% |
| 3Y | -22.9% | +19.6% | -42.5% | -40.0% |
| All | -75.2% | +11.1% | -86.3% | -77.1% |
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