-81.2%
PATH vs DHR
+10.0%
-91.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.1% |
| 7D | -5.3% | -0.9% | -4.5% | -4.8% |
| 30D | -0.5% | +5.4% | -5.9% | -3.7% |
| 3M | -7.1% | +15.3% | -22.5% | -15.4% |
| 6M | +23.8% | +32.1% | -8.3% | +1.4% |
| YTD | -20.7% | +1.2% | -21.9% | -22.6% |
| 1Y | -8.1% | +10.1% | -18.2% | -15.6% |
| 3Y | -21.8% | +19.9% | -41.7% | -36.2% |
| 5Y | -76.8% | -8.8% | -68.1% | -77.3% |
| All | -81.2% | +10.0% | -91.2% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 10y: compounded portfolio wealth divided by compounded DHR 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…
10y analysis · Full analysis span regression · 6 months rolling