-8.1%
PATH vs HRB
+9.5%
-17.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +1.4% |
| 7D | -5.3% | +2.7% | -8.0% | -6.3% |
| 30D | -0.5% | +22.1% | -22.6% | -8.0% |
| 3M | -7.1% | +15.7% | -22.9% | -12.9% |
| 6M | +23.8% | +83.3% | -59.5% | -1.5% |
| YTD | -20.7% | +25.0% | -45.7% | -36.7% |
| 1Y | -8.1% | +6.9% | -15.0% | -19.2% |
| All | -8.1% | +9.5% | -17.5% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling