-81.2%
PATH vs HUBB
+158.3%
-239.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -1.5% |
| 7D | -2.7% | +1.8% | -4.5% | -3.7% |
| 30D | -3.7% | -6.9% | +3.2% | -0.7% |
| 3M | -13.8% | -13.8% | +0.1% | -7.9% |
| 6M | +20.3% | -9.8% | +30.1% | +22.9% |
| YTD | -20.8% | +0.3% | -21.1% | -27.0% |
| 1Y | -9.2% | -3.3% | -5.9% | -14.2% |
| 3Y | -21.8% | +61.0% | -82.8% | -50.1% |
| 5Y | -77.4% | +128.5% | -205.9% | -90.0% |
| All | -81.2% | +158.3% | -239.5% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 10y: compounded portfolio wealth divided by compounded HUBB 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…
10y analysis · Full analysis span regression · 6 months rolling