-8.6%
PATH vs HUM
+72.8%
-81.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | +0.2% |
| 7D | -2.7% | +3.1% | -5.8% | -3.2% |
| 30D | -3.7% | -1.8% | -1.9% | -3.5% |
| 3M | -13.8% | +10.2% | -23.9% | -15.0% |
| 6M | +20.3% | +54.6% | -34.3% | +12.3% |
| YTD | -20.8% | +66.8% | -87.6% | -29.2% |
| All | -8.6% | +72.8% | -81.4% | -19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling