-81.2%
PATH vs HRB
+188.8%
-270.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +1.3% |
| 7D | -5.3% | +2.7% | -8.0% | -6.2% |
| 30D | -0.5% | +22.1% | -22.6% | -7.1% |
| 3M | -7.1% | +15.7% | -22.9% | -12.2% |
| 6M | +23.8% | +83.3% | -59.5% | +0.7% |
| YTD | -20.7% | +25.0% | -45.7% | -28.1% |
| 1Y | -8.1% | +6.9% | -15.0% | -12.9% |
| 3Y | -21.8% | +39.0% | -60.9% | -33.8% |
| 5Y | -76.8% | +146.4% | -223.2% | -81.8% |
| All | -81.2% | +188.8% | -270.0% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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