-21.8%
PATH vs DBX
+37.6%
-59.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.0% |
| 7D | -5.6% | -1.5% | -4.1% | -4.5% |
| 30D | -0.7% | +6.0% | -6.7% | -4.6% |
| 3M | -5.9% | +2.2% | -8.0% | -6.9% |
| 6M | +21.6% | +40.7% | -19.1% | -3.3% |
| YTD | -20.6% | +28.6% | -49.3% | -32.9% |
| 1Y | -10.6% | +22.8% | -33.3% | -22.7% |
| All | -21.8% | +37.6% | -59.4% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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