-81.1%
PATH vs DAL
+101.5%
-182.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -1.6% |
| 7D | -5.6% | +4.6% | -10.1% | -7.8% |
| 30D | -0.7% | +2.3% | -3.0% | -2.1% |
| 3M | -5.9% | -8.1% | +2.2% | -2.6% |
| 6M | +21.6% | +21.4% | +0.2% | +8.2% |
| YTD | -20.6% | +24.3% | -44.9% | -31.5% |
| 1Y | -10.6% | +47.4% | -58.0% | -29.9% |
| 3Y | -24.9% | +164.6% | -189.5% | -61.8% |
| 5Y | -76.8% | +100.2% | -177.1% | -87.3% |
| All | -81.1% | +101.5% | -182.7% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling