-75.7%
PATH vs DOCU
-78.0%
+2.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.7% | -20.3% | -18.8% |
| 7D | -16.3% | +6.9% | -23.2% | -20.0% |
| 30D | +9.9% | +19.0% | -9.1% | -1.3% |
| 3M | +30.2% | +34.3% | -4.1% | +8.9% |
| 6M | +37.2% | +48.0% | -10.8% | +9.3% |
| YTD | -7.3% | 0.0% | -7.3% | -7.9% |
| 1Y | +40.0% | -10.3% | +50.3% | +46.4% |
| 3Y | -4.4% | +32.4% | -36.8% | -26.0% |
| All | -75.7% | -78.0% | +2.3% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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