+14.0%
PATH vs JHX
+43.9%
-29.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | 0.0% | -2.9% |
| 7D | -24.6% | +1.6% | -26.2% | -24.7% |
| 30D | -13.0% | -5.0% | -8.0% | -12.6% |
| 3M | +26.2% | +24.5% | +1.8% | +25.0% |
| 6M | +13.4% | +34.9% | -21.5% | +12.2% |
| YTD | -17.2% | +39.3% | -56.5% | -19.1% |
| 1Y | +14.0% | +48.6% | -34.5% | +12.0% |
| All | +14.0% | +43.9% | -29.9% | +12.0% |
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