-18.8%
PATH vs DAL
+174.3%
-193.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.2% | -4.3% | +0.2% |
| 7D | -4.8% | +11.1% | -15.9% | -8.6% |
| 30D | +2.7% | +7.7% | -5.1% | -0.4% |
| 3M | -4.2% | -3.5% | -0.6% | -3.3% |
| 6M | +24.7% | +31.3% | -6.6% | +10.7% |
| YTD | -17.6% | +30.0% | -47.5% | -27.4% |
| 1Y | -5.3% | +62.1% | -67.4% | -24.7% |
| All | -18.8% | +174.3% | -193.1% | -70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling