-78.0%
PATH vs DAL
+88.8%
-166.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.8% | -18.4% | -17.5% |
| 7D | -16.3% | +0.1% | -16.4% | -16.6% |
| 30D | +9.9% | -13.9% | +23.8% | +17.9% |
| 3M | +30.2% | +1.1% | +29.1% | +28.1% |
| 6M | +37.2% | +26.2% | +11.0% | +18.4% |
| YTD | -7.3% | +16.4% | -23.7% | -17.1% |
| 1Y | +40.0% | +33.9% | +6.1% | +16.2% |
| 3Y | -4.4% | +93.4% | -97.8% | -41.2% |
| 5Y | -76.0% | +106.4% | -182.4% | -86.5% |
| All | -78.0% | +88.8% | -166.7% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling