-21.8%
PATH vs HUBB
+54.2%
-75.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | -2.2% |
| 7D | -5.6% | -4.4% | -1.2% | -4.2% |
| 30D | -0.7% | -13.7% | +13.0% | +4.3% |
| 3M | -5.9% | -18.2% | +12.3% | +0.6% |
| 6M | +21.6% | -17.0% | +38.6% | +27.5% |
| YTD | -20.6% | -4.9% | -15.8% | -25.4% |
| 1Y | -10.6% | -9.4% | -1.1% | -13.4% |
| All | -21.8% | +54.2% | -75.9% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling