-80.4%
PATH vs HUT
+74.5%
-154.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -23.2% | +26.1% | +7.7% |
| 7D | -4.8% | -29.5% | +24.8% | +0.9% |
| 30D | +2.7% | -45.2% | +47.8% | +14.0% |
| 3M | -4.2% | -51.6% | +47.4% | +6.9% |
| 6M | +24.7% | -37.3% | +62.1% | +23.4% |
| YTD | -17.6% | +6.5% | -24.1% | -31.9% |
| 1Y | -5.3% | +1.7% | -7.1% | -22.5% |
| 3Y | -22.0% | +314.7% | -336.7% | -65.7% |
| 5Y | -76.5% | -33.4% | -43.1% | -88.0% |
| All | -80.4% | +74.5% | -154.9% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling