-81.1%
PATH vs HSY
+24.8%
-106.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -3.7% |
| 7D | -5.6% | +10.7% | -16.3% | -5.3% |
| 30D | -0.7% | +10.3% | -11.0% | -0.4% |
| 3M | -5.9% | -0.4% | -5.4% | -5.9% |
| 6M | +21.6% | -2.5% | +24.1% | +21.2% |
| YTD | -20.6% | -0.3% | -20.3% | -21.0% |
| 1Y | -10.6% | +7.6% | -18.2% | -11.1% |
| 3Y | -24.9% | +3.2% | -28.1% | -24.8% |
| 5Y | -76.8% | +14.7% | -91.6% | -72.7% |
| All | -81.1% | +24.8% | -106.0% | -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