-16.0%
PATH vs HUBS
-53.9%
+37.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.9% | -13.7% | -14.9% |
| 7D | -16.3% | -5.0% | -11.3% | -13.6% |
| 30D | +9.9% | -1.0% | +11.0% | +8.2% |
| 3M | +30.2% | +12.4% | +17.8% | +17.9% |
| 6M | +37.2% | -11.1% | +48.3% | +38.8% |
| YTD | -7.3% | -38.3% | +31.0% | +18.0% |
| 1Y | +40.0% | -46.7% | +86.7% | +91.1% |
| All | -16.0% | -53.9% | +37.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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