-81.2%
PATH vs HUBS
-59.5%
-21.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.3% |
| 7D | -5.3% | -14.6% | +9.3% | +4.9% |
| 30D | -0.5% | -8.9% | +8.4% | +4.9% |
| 3M | -7.1% | -0.9% | -6.2% | -8.5% |
| 6M | +23.8% | -14.7% | +38.5% | +26.0% |
| YTD | -20.7% | -50.0% | +29.3% | +15.2% |
| 1Y | -8.1% | -49.2% | +41.1% | +31.8% |
| 3Y | -21.8% | -52.3% | +30.5% | +9.5% |
| 5Y | -76.8% | -75.0% | -1.8% | -56.8% |
| All | -81.2% | -59.5% | -21.7% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling