-18.8%
PATH vs HTZ
-76.0%
+57.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.2% | -6.3% | +2.3% |
| 7D | -4.8% | +18.9% | -23.7% | -5.9% |
| 30D | +2.7% | +26.3% | -23.6% | +0.9% |
| 3M | -4.2% | +49.7% | -53.9% | -8.0% |
| 6M | +24.7% | -61.1% | +85.8% | +30.9% |
| YTD | -17.6% | -56.0% | +38.5% | -15.4% |
| 1Y | -5.3% | -66.4% | +61.1% | -0.6% |
| All | -18.8% | -76.0% | +57.2% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling