-76.5%
PATH vs HUT
-35.6%
-40.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -23.2% | +26.1% | +7.9% |
| 7D | -4.8% | -29.5% | +24.8% | +1.2% |
| 30D | +2.7% | -45.2% | +47.8% | +14.5% |
| 3M | -4.2% | -51.6% | +47.4% | +7.5% |
| 6M | +24.7% | -37.3% | +62.1% | +23.0% |
| YTD | -17.6% | +6.5% | -24.1% | -33.0% |
| 1Y | -5.3% | +1.7% | -7.1% | -23.9% |
| 3Y | -22.0% | +314.7% | -336.7% | -68.8% |
| 5Y | -76.5% | -33.4% | -43.1% | -89.0% |
| All | -76.5% | -35.6% | -40.9% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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