-78.0%
PATH vs DHR
-1.0%
-77.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.6% | -15.0% | -15.6% |
| 7D | -16.3% | -3.9% | -12.4% | -14.1% |
| 30D | +9.9% | +4.0% | +5.9% | +7.4% |
| 3M | +30.2% | +11.5% | +18.7% | +19.8% |
| 6M | +37.2% | +1.9% | +35.4% | +33.5% |
| YTD | -7.3% | -8.9% | +1.6% | -2.9% |
| 1Y | +40.0% | +5.1% | +34.9% | +31.1% |
| 3Y | -4.4% | -10.3% | +5.9% | -2.8% |
| 5Y | -76.0% | -27.8% | -48.2% | -74.0% |
| All | -78.0% | -1.0% | -77.0% | -79.7% |
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 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