-76.8%
PATH vs DINO
+251.7%
-328.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.8% | -2.1% |
| 7D | -5.6% | -12.6% | +7.0% | -2.6% |
| 30D | -0.7% | -14.7% | +14.0% | +2.8% |
| 3M | -5.9% | +18.6% | -24.4% | -10.8% |
| 6M | +21.6% | +33.0% | -11.4% | +11.3% |
| YTD | -20.6% | +117.1% | -137.8% | -37.1% |
| 1Y | -10.6% | +90.5% | -101.1% | -26.5% |
| 3Y | -24.9% | +96.0% | -120.9% | -41.0% |
| 5Y | -76.8% | +252.0% | -328.8% | -83.8% |
| All | -76.8% | +251.7% | -328.5% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling