-8.6%
PATH vs JHX
+72.3%
-80.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.5% | -7.7% | -0.7% |
| 7D | -2.7% | +7.7% | -10.4% | -3.2% |
| 30D | -3.7% | +19.2% | -22.9% | -4.9% |
| 3M | -13.8% | -1.0% | -12.8% | -14.2% |
| 6M | +20.3% | +42.7% | -22.4% | +19.8% |
| YTD | -20.8% | +44.3% | -65.1% | -20.1% |
| All | -8.6% | +72.3% | -80.9% | -9.0% |
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