-8.1%
PATH vs JHX
+61.3%
-69.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.1% |
| 7D | +0.7% | -3.8% | +4.5% | +1.0% |
| 30D | -1.1% | +11.7% | -12.8% | -1.9% |
| 3M | -14.2% | -10.7% | -3.5% | -14.0% |
| 6M | +30.9% | +36.5% | -5.6% | +31.4% |
| YTD | -20.1% | +32.8% | -52.9% | -18.8% |
| 1Y | -8.1% | +62.5% | -70.6% | -5.5% |
| All | -8.1% | +61.3% | -69.3% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 1y: compounded portfolio wealth divided by compounded JHX 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…
1y analysis · Full analysis span regression · 6 months rolling