-21.8%
PATH vs DKS
+31.3%
-53.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -2.6% |
| 7D | -5.6% | -0.7% | -4.9% | -5.5% |
| 30D | -0.7% | +4.6% | -5.3% | -1.9% |
| 3M | -5.9% | -28.9% | +23.0% | +0.7% |
| 6M | +21.6% | -33.5% | +55.1% | +31.4% |
| YTD | -20.6% | -27.2% | +6.6% | -17.9% |
| 1Y | -10.6% | -33.8% | +23.2% | -4.4% |
| All | -21.8% | +31.3% | -53.1% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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