-80.4%
PATH vs HSY
+22.8%
-103.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +3.0% |
| 7D | -4.8% | +6.6% | -11.3% | -4.6% |
| 30D | +2.7% | +8.4% | -5.7% | +2.9% |
| 3M | -4.2% | -1.8% | -2.4% | -4.3% |
| 6M | +24.7% | -2.6% | +27.4% | +24.4% |
| YTD | -17.6% | -2.0% | -15.6% | -18.0% |
| 1Y | -5.3% | +8.3% | -13.6% | -5.9% |
| 3Y | -22.0% | +1.5% | -23.5% | -21.9% |
| 5Y | -76.5% | +12.9% | -89.4% | -72.3% |
| All | -80.4% | +22.8% | -103.2% | -72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling