+40.0%
PATH vs HSY
-3.5%
+43.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.8% |
| 7D | -16.3% | -3.3% | -13.0% | -16.8% |
| 30D | +9.9% | -2.8% | +12.7% | +9.4% |
| 3M | +30.2% | -4.5% | +34.7% | +28.7% |
| 6M | +37.2% | -24.2% | +61.4% | +29.7% |
| YTD | -7.3% | -2.7% | -4.6% | -8.3% |
| 1Y | +40.0% | -3.7% | +43.7% | +39.7% |
| All | +40.0% | -3.5% | +43.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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