-78.0%
PATH vs HSY
+21.8%
-99.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.7% |
| 7D | -16.3% | -3.3% | -13.0% | -16.4% |
| 30D | +9.9% | -2.8% | +12.7% | +9.8% |
| 3M | +30.2% | -4.5% | +34.7% | +29.8% |
| 6M | +37.2% | -24.2% | +61.4% | +35.9% |
| YTD | -7.3% | -2.7% | -4.6% | -7.8% |
| 1Y | +40.0% | -3.7% | +43.7% | +39.3% |
| 3Y | -4.4% | -11.5% | +7.1% | -5.9% |
| 5Y | -76.0% | +10.3% | -86.4% | -71.9% |
| All | -78.0% | +21.8% | -99.8% | -68.8% |
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