-81.2%
PATH vs HSY
+25.3%
-106.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | -5.3% | +7.5% | -12.8% | -5.1% |
| 30D | -0.5% | +11.1% | -11.6% | -0.2% |
| 3M | -7.1% | -1.9% | -5.2% | -7.3% |
| 6M | +23.8% | -3.0% | +26.8% | +23.4% |
| YTD | -20.7% | 0.0% | -20.7% | -21.0% |
| 1Y | -8.1% | +9.4% | -17.5% | -8.6% |
| 3Y | -21.8% | +3.8% | -25.6% | -21.7% |
| 5Y | -76.8% | +15.2% | -92.0% | -72.7% |
| All | -81.2% | +25.3% | -106.4% | -73.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling