-80.4%
PATH vs DAR
-23.3%
-57.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +3.7% |
| 7D | -4.8% | -5.7% | +0.9% | -2.9% |
| 30D | +2.7% | -16.6% | +19.2% | +8.9% |
| 3M | -4.2% | -13.1% | +8.9% | -0.5% |
| 6M | +24.7% | -18.8% | +43.5% | +32.1% |
| YTD | -17.6% | +45.3% | -62.8% | -30.8% |
| 1Y | -5.3% | +60.6% | -66.0% | -23.8% |
| 3Y | -22.0% | +15.7% | -37.7% | -31.5% |
| 5Y | -76.5% | -37.6% | -38.9% | -74.5% |
| All | -80.4% | -23.3% | -57.1% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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