-77.0%
PATH vs HUBS
-75.1%
-1.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.4% |
| 7D | -5.3% | -14.6% | +9.3% | +5.1% |
| 30D | -0.5% | -8.9% | +8.4% | +5.0% |
| 3M | -7.1% | -0.9% | -6.2% | -8.6% |
| 6M | +23.8% | -14.7% | +38.5% | +25.8% |
| YTD | -20.7% | -50.0% | +29.3% | +16.1% |
| 1Y | -8.1% | -49.2% | +41.1% | +32.7% |
| 3Y | -21.8% | -52.3% | +30.5% | +9.3% |
| All | -77.0% | -75.1% | -1.9% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling