-18.8%
PATH vs DOCN
+236.1%
-254.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.2% | +10.1% | +4.6% |
| 7D | -4.8% | -20.0% | +15.2% | +0.2% |
| 30D | +2.7% | -38.8% | +41.4% | +14.6% |
| 3M | -4.2% | -34.8% | +30.6% | +3.6% |
| 6M | +24.7% | -22.8% | +47.5% | +19.2% |
| YTD | -17.6% | +74.6% | -92.2% | -44.5% |
| 1Y | -5.3% | +116.4% | -121.8% | -42.0% |
| All | -18.8% | +236.1% | -254.8% | -67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling