+24.7%
PATH vs DOCN
-20.0%
+44.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.2% | +10.1% | +2.8% |
| 7D | -4.8% | -20.0% | +15.2% | -5.1% |
| 30D | +2.7% | -38.8% | +41.4% | +1.5% |
| 3M | -4.2% | -34.8% | +30.6% | -4.3% |
| 6M | +24.7% | -22.8% | +47.5% | +25.8% |
| All | +24.7% | -20.0% | +44.7% | +25.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling