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  • PATH vs DLTR✓SelectedUSD · DLTRPATH vs DLTR performance historyLatest closeAs of-0.08%11/06
Stock and ETF performance explorer

PATH vs DLTR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-77.0%
DLTR return
+20.0%
Excess return
-97.0%
Maximum drawdown
-83.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioDLTRExcessAlpha
1D-0.1%-4.9%+4.9%+1.2%
7D-5.3%-2.0%-3.3%-4.9%
30D-0.5%+12.8%-13.3%-4.0%
3M-7.1%+1.1%-8.3%-7.9%
6M+23.8%+35.9%-12.1%+12.8%
YTD-20.7%+6.6%-27.3%-23.5%
1Y-8.1%+28.6%-36.7%-16.2%
3Y-21.8%+14.0%-35.9%-27.6%
All-77.0%+20.0%-97.0%-77.9%

Cumulative growth

Daily Returns

Daily percentage return beside DLTR.

Daily Out/Under-Performance

Portfolio return minus DLTR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DLTR 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 DLTR 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