-81.2%
PATH vs DINO
+246.8%
-328.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -5.3% | -15.5% | +10.2% | -1.5% |
| 30D | -0.5% | -16.0% | +15.4% | +3.3% |
| 3M | -7.1% | +17.9% | -25.1% | -11.8% |
| 6M | +23.8% | +38.5% | -14.7% | +12.4% |
| YTD | -20.7% | +115.8% | -136.5% | -36.6% |
| 1Y | -8.1% | +87.1% | -95.2% | -23.7% |
| 3Y | -21.8% | +96.5% | -118.3% | -38.1% |
| 5Y | -76.8% | +249.9% | -326.7% | -83.9% |
| All | -81.2% | +246.8% | -328.0% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling