-6.1%
PATH vs HTZ
-86.4%
+80.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.3% | -18.0% | -16.7% |
| 7D | -16.3% | +7.5% | -23.8% | -16.8% |
| 30D | +9.9% | +47.4% | -37.5% | +5.7% |
| 3M | +30.2% | -54.9% | +85.1% | +35.8% |
| 6M | +37.2% | -47.0% | +84.2% | +39.1% |
| YTD | -7.3% | -55.3% | +47.9% | -4.6% |
| 1Y | +40.0% | -57.6% | +97.6% | +42.7% |
| All | -6.1% | -86.4% | +80.3% | +17.1% |
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