-10.6%
PATH vs DASH
-25.5%
+14.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.4% | +5.7% | +0.8% |
| 7D | -5.6% | +0.5% | -6.1% | -6.4% |
| 30D | -0.7% | -7.1% | +6.4% | +2.2% |
| 3M | -5.9% | -13.2% | +7.3% | +0.6% |
| 6M | +21.6% | +8.3% | +13.3% | +16.0% |
| YTD | -20.6% | -20.6% | -0.1% | -16.6% |
| 1Y | -10.6% | -24.4% | +13.8% | -5.4% |
| All | -10.6% | -25.5% | +14.9% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 1y: compounded portfolio wealth divided by compounded DASH 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…
1y analysis · Full analysis span regression · 6 months rolling