-81.2%
PATH vs HUBB
+151.2%
-232.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -1.3% |
| 7D | -5.3% | +1.7% | -7.0% | -6.3% |
| 30D | -0.5% | -9.7% | +9.1% | +4.2% |
| 3M | -7.1% | -15.2% | +8.0% | -0.1% |
| 6M | +23.8% | -14.0% | +37.8% | +29.7% |
| YTD | -20.7% | -2.4% | -18.2% | -25.8% |
| 1Y | -8.1% | -5.8% | -2.3% | -12.0% |
| 3Y | -21.8% | +60.4% | -82.2% | -50.3% |
| 5Y | -76.8% | +125.4% | -202.3% | -89.6% |
| All | -81.2% | +151.2% | -232.4% | -91.6% |
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