-81.1%
PATH vs DHR
+8.1%
-89.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.7% | 0.0% | -1.5% |
| 7D | -5.6% | -4.5% | -1.1% | -2.9% |
| 30D | -0.7% | +5.0% | -5.7% | -3.6% |
| 3M | -5.9% | +13.6% | -19.4% | -13.4% |
| 6M | +21.6% | +30.1% | -8.5% | +0.5% |
| YTD | -20.6% | -0.5% | -20.1% | -21.7% |
| 1Y | -10.6% | +7.4% | -18.0% | -16.6% |
| 3Y | -24.9% | +16.4% | -41.3% | -37.4% |
| 5Y | -76.8% | -10.3% | -66.5% | -77.0% |
| All | -81.1% | +8.1% | -89.3% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling