-21.8%
PATH vs DHR
+16.6%
-38.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.7% | 0.0% | -2.1% |
| 7D | -5.6% | -4.5% | -1.1% | -3.7% |
| 30D | -0.7% | +5.0% | -5.7% | -2.7% |
| 3M | -5.9% | +13.6% | -19.4% | -11.2% |
| 6M | +21.6% | +30.1% | -8.5% | +6.4% |
| YTD | -20.6% | -0.5% | -20.1% | -20.7% |
| 1Y | -10.6% | +7.4% | -18.0% | -14.3% |
| All | -21.8% | +16.6% | -38.3% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling