-76.8%
PATH vs DKS
+21.6%
-98.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -1.9% |
| 7D | -5.6% | -0.7% | -4.9% | -5.4% |
| 30D | -0.7% | +4.6% | -5.3% | -2.8% |
| 3M | -5.9% | -28.9% | +23.0% | +4.2% |
| 6M | +21.6% | -33.5% | +55.1% | +36.7% |
| YTD | -20.6% | -27.2% | +6.6% | -16.1% |
| 1Y | -10.6% | -33.8% | +23.2% | -1.2% |
| 3Y | -24.9% | +31.5% | -56.4% | -49.2% |
| 5Y | -76.8% | +22.5% | -99.3% | -87.3% |
| All | -76.8% | +21.6% | -98.4% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling