-21.8%
PATH vs DINO
+94.7%
-116.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.8% | -2.0% |
| 7D | -5.6% | -12.6% | +7.0% | -2.4% |
| 30D | -0.7% | -14.7% | +14.0% | +3.0% |
| 3M | -5.9% | +18.6% | -24.4% | -11.6% |
| 6M | +21.6% | +33.0% | -11.4% | +9.8% |
| YTD | -20.6% | +117.1% | -137.8% | -39.6% |
| 1Y | -10.6% | +90.5% | -101.1% | -28.7% |
| All | -21.8% | +94.7% | -116.5% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling