-75.6%
PATH vs HUM
+4.2%
-79.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +0.7% | +7.7% | -7.1% | -0.6% |
| 30D | -1.1% | +5.8% | -6.9% | -2.1% |
| 3M | -14.2% | +14.3% | -28.5% | -16.2% |
| 6M | +30.9% | +50.9% | -20.0% | +21.5% |
| YTD | -20.1% | +74.9% | -95.0% | -28.6% |
| 1Y | -8.1% | +86.9% | -95.0% | -19.1% |
| 3Y | -24.3% | -6.7% | -17.6% | -25.4% |
| 5Y | -75.6% | +4.8% | -80.4% | -77.9% |
| All | -75.6% | +4.2% | -79.8% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling