-75.7%
PATH vs HUBB
+147.2%
-222.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.1% | -16.8% | -16.7% |
| 7D | -16.3% | +0.5% | -16.8% | -16.6% |
| 30D | +9.9% | -10.0% | +19.9% | +16.0% |
| 3M | +30.2% | -4.8% | +34.9% | +30.9% |
| 6M | +37.2% | -5.6% | +42.8% | +35.3% |
| YTD | -7.3% | +4.7% | -12.0% | -16.0% |
| 1Y | +40.0% | +6.7% | +33.3% | +24.9% |
| 3Y | -4.4% | +45.8% | -50.2% | -35.1% |
| All | -75.7% | +147.2% | -222.9% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling