-21.8%
PATH vs DHR
+18.6%
-40.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | -5.3% | -0.9% | -4.5% | -4.9% |
| 30D | -0.5% | +5.4% | -5.9% | -2.7% |
| 3M | -7.1% | +15.3% | -22.5% | -13.0% |
| 6M | +23.8% | +32.1% | -8.3% | +7.6% |
| YTD | -20.7% | +1.2% | -21.9% | -21.4% |
| 1Y | -8.1% | +10.1% | -18.2% | -12.9% |
| 3Y | -21.8% | +19.9% | -41.7% | -28.3% |
| All | -21.8% | +18.6% | -40.4% | -28.3% |
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