-81.4%
PATH vs HRB
+179.5%
-260.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.3% | -4.0% | +1.8% | -1.0% |
| 30D | -4.8% | +15.8% | -20.6% | -9.6% |
| 3M | -17.7% | +12.0% | -29.7% | -21.4% |
| 6M | +18.9% | +40.7% | -21.8% | +5.6% |
| YTD | -21.7% | +21.0% | -42.7% | -28.3% |
| 1Y | -9.6% | +11.7% | -21.3% | -15.4% |
| 3Y | -25.8% | +25.0% | -50.8% | -35.0% |
| 5Y | -77.1% | +141.0% | -218.1% | -81.8% |
| All | -81.4% | +179.5% | -260.9% | -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