-76.5%
PATH vs DASH
-4.2%
-72.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.3% | -5.4% | -2.0% |
| 7D | -4.8% | +17.2% | -22.0% | -13.9% |
| 30D | +2.7% | +3.6% | -0.9% | -0.5% |
| 3M | -4.2% | -1.9% | -2.3% | -4.3% |
| 6M | +24.7% | +15.1% | +9.7% | +12.8% |
| YTD | -17.6% | -12.3% | -5.3% | -13.0% |
| 1Y | -5.3% | -17.2% | +11.9% | +1.3% |
| 3Y | -22.0% | +114.7% | -136.7% | -56.0% |
| 5Y | -76.5% | -4.3% | -72.2% | -85.1% |
| All | -76.5% | -4.2% | -72.3% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling