-81.1%
PATH vs HUT
+63.8%
-145.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -2.4% |
| 7D | -5.6% | -30.8% | +25.3% | +0.4% |
| 30D | -0.7% | -50.2% | +49.5% | +12.5% |
| 3M | -5.9% | -50.5% | +44.6% | +4.4% |
| 6M | +21.6% | -42.9% | +64.5% | +22.8% |
| YTD | -20.6% | 0.0% | -20.6% | -33.6% |
| 1Y | -10.6% | -2.2% | -8.4% | -26.3% |
| 3Y | -24.9% | +289.4% | -314.3% | -66.5% |
| 5Y | -76.8% | -36.7% | -40.1% | -88.0% |
| All | -81.1% | +63.8% | -145.0% | -91.6% |
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