-75.7%
PATH vs DINO
+307.7%
-383.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.4% |
| 7D | -16.3% | +5.7% | -22.0% | -17.5% |
| 30D | +9.9% | +27.8% | -17.9% | +2.9% |
| 3M | +30.2% | +45.6% | -15.5% | +17.3% |
| 6M | +37.2% | +88.5% | -51.2% | +14.9% |
| YTD | -7.3% | +134.1% | -141.4% | -27.6% |
| 1Y | +40.0% | +111.1% | -71.1% | +12.4% |
| 3Y | -4.4% | +109.1% | -113.5% | -25.7% |
| All | -75.7% | +307.7% | -383.4% | -84.1% |
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