-81.2%
PATH vs HUM
+2.8%
-84.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.9% |
| 7D | -5.3% | +4.6% | -10.0% | -6.0% |
| 30D | -0.5% | +9.6% | -10.2% | -2.0% |
| 3M | -7.1% | +18.4% | -25.5% | -9.6% |
| 6M | +23.8% | +76.9% | -53.1% | +13.0% |
| YTD | -20.7% | +71.0% | -91.7% | -28.0% |
| 1Y | -8.1% | +75.0% | -83.0% | -17.0% |
| 3Y | -21.8% | -7.7% | -14.2% | -24.1% |
| 5Y | -76.8% | +0.6% | -77.4% | -78.6% |
| All | -81.2% | +2.8% | -84.0% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling