-6.1%
PATH vs DINO
+107.5%
-113.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.4% |
| 7D | -16.3% | +5.7% | -22.0% | -17.7% |
| 30D | +9.9% | +27.8% | -17.9% | +1.7% |
| 3M | +30.2% | +45.6% | -15.5% | +15.1% |
| 6M | +37.2% | +88.5% | -51.2% | +11.0% |
| YTD | -7.3% | +134.1% | -141.4% | -31.5% |
| 1Y | +40.0% | +111.1% | -71.1% | +7.3% |
| All | -6.1% | +107.5% | -113.7% | -29.8% |
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