-81.2%
PATH vs DOCS
-19.4%
-61.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -2.2% |
| 7D | -5.6% | -1.3% | -4.2% | -5.2% |
| 30D | -0.7% | +19.4% | -20.1% | -6.5% |
| 3M | -5.9% | +53.4% | -59.3% | -19.4% |
| 6M | +21.6% | +28.8% | -7.2% | +9.0% |
| YTD | -20.6% | -25.1% | +4.4% | -15.6% |
| 1Y | -10.6% | -48.1% | +37.6% | +6.4% |
| 3Y | -24.9% | +51.4% | -76.3% | -46.1% |
| 5Y | -76.8% | -51.1% | -25.7% | -78.2% |
| All | -81.2% | -19.4% | -61.8% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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