-81.0%
PATH vs HUM
+5.8%
-86.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.1% |
| 7D | -2.7% | +6.9% | -9.7% | -3.7% |
| 30D | -1.4% | +3.2% | -4.5% | -1.8% |
| 3M | -16.4% | +20.0% | -36.4% | -18.8% |
| 6M | +23.3% | +63.5% | -40.2% | +14.0% |
| YTD | -19.8% | +75.9% | -95.8% | -27.5% |
| 1Y | -8.6% | +85.7% | -94.3% | -18.2% |
| 3Y | -24.0% | -6.1% | -17.9% | -26.5% |
| 5Y | -77.1% | +5.1% | -82.2% | -78.8% |
| All | -81.0% | +5.8% | -86.8% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 10y: compounded portfolio wealth divided by compounded HUM 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…
10y analysis · Full analysis span regression · 6 months rolling