-5.3%
PATH vs DIA
+15.0%
-20.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +0.2% |
| 7D | -4.8% | +1.6% | -6.4% | -6.1% |
| 30D | +2.7% | +4.1% | -1.5% | -0.8% |
| 3M | -4.2% | -1.0% | -3.2% | -3.4% |
| 6M | +24.7% | +9.7% | +15.1% | +18.5% |
| YTD | -17.6% | +12.2% | -29.7% | -21.6% |
| 1Y | -5.3% | +14.9% | -20.2% | -12.3% |
| All | -5.3% | +15.0% | -20.3% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling