-80.4%
PATH vs DAL
+110.7%
-191.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.2% | -4.3% | -0.6% |
| 7D | -4.8% | +11.1% | -15.9% | -9.7% |
| 30D | +2.7% | +7.7% | -5.1% | -1.3% |
| 3M | -4.2% | -3.5% | -0.6% | -3.2% |
| 6M | +24.7% | +31.3% | -6.6% | +6.7% |
| YTD | -17.6% | +30.0% | -47.5% | -30.4% |
| 1Y | -5.3% | +62.1% | -67.4% | -29.4% |
| 3Y | -22.0% | +176.6% | -198.6% | -61.2% |
| 5Y | -76.5% | +126.2% | -202.7% | -87.4% |
| All | -80.4% | +110.7% | -191.1% | -89.3% |
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