-75.7%
PATH vs HTZ
-85.9%
+10.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.3% | -18.0% | -16.8% |
| 7D | -16.3% | +7.5% | -23.8% | -17.2% |
| 30D | +9.9% | +47.4% | -37.5% | +2.0% |
| 3M | +30.2% | -54.9% | +85.1% | +40.6% |
| 6M | +37.2% | -47.0% | +84.2% | +41.0% |
| YTD | -7.3% | -55.3% | +47.9% | -2.2% |
| 1Y | +40.0% | -57.6% | +97.6% | +44.7% |
| 3Y | -4.4% | -86.6% | +82.2% | +27.3% |
| All | -75.7% | -85.9% | +10.2% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling