-6.1%
PATH vs DAL
+95.1%
-101.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.8% | -18.4% | -17.3% |
| 7D | -16.3% | +0.1% | -16.4% | -16.5% |
| 30D | +9.9% | -13.9% | +23.8% | +16.4% |
| 3M | +30.2% | +1.1% | +29.1% | +28.6% |
| 6M | +37.2% | +26.2% | +11.0% | +21.6% |
| YTD | -7.3% | +16.4% | -23.7% | -15.1% |
| 1Y | +40.0% | +33.9% | +6.1% | +20.1% |
| All | -6.1% | +95.1% | -101.2% | -45.8% |
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