-76.8%
PATH vs HRB
+162.1%
-239.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.4% |
| 7D | -5.6% | +10.7% | -16.3% | -9.0% |
| 30D | -0.7% | +29.0% | -29.7% | -9.7% |
| 3M | -5.9% | +21.0% | -26.9% | -12.9% |
| 6M | +21.6% | +86.9% | -65.4% | -4.1% |
| YTD | -20.6% | +30.5% | -51.1% | -29.7% |
| 1Y | -10.6% | +13.6% | -24.2% | -17.1% |
| 3Y | -24.9% | +42.0% | -66.9% | -38.6% |
| 5Y | -76.8% | +157.2% | -234.1% | -83.9% |
| All | -76.8% | +162.1% | -239.0% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling