-78.0%
PATH vs HUBS
-50.0%
-28.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.9% | -13.7% | -14.6% |
| 7D | -16.3% | -5.0% | -11.3% | -13.1% |
| 30D | +9.9% | -1.0% | +11.0% | +7.7% |
| 3M | +30.2% | +12.4% | +17.8% | +15.6% |
| 6M | +37.2% | -11.1% | +48.3% | +37.7% |
| YTD | -7.3% | -38.3% | +31.0% | +18.8% |
| 1Y | +40.0% | -46.7% | +86.7% | +94.5% |
| 3Y | -4.4% | -55.1% | +50.7% | +45.5% |
| 5Y | -76.0% | -64.8% | -11.2% | -63.4% |
| All | -78.0% | -50.0% | -28.0% | -74.3% |
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