-80.4%
PATH vs DOCN
+102.9%
-183.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.2% | +10.1% | +5.6% |
| 7D | -4.8% | -20.0% | +15.2% | +3.2% |
| 30D | +2.7% | -38.8% | +41.4% | +21.7% |
| 3M | -4.2% | -34.8% | +30.6% | +7.6% |
| 6M | +24.7% | -22.8% | +47.5% | +17.4% |
| YTD | -17.6% | +74.6% | -92.2% | -49.5% |
| 1Y | -5.3% | +116.4% | -121.8% | -48.4% |
| 3Y | -22.0% | +239.3% | -261.3% | -69.9% |
| 5Y | -76.5% | -20.2% | -56.3% | -85.3% |
| All | -80.4% | +102.9% | -183.3% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling