-76.5%
PATH vs DOCU
-71.6%
-4.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -4.8% | -3.7% | -1.1% | -2.6% |
| 30D | +2.7% | +15.0% | -12.3% | -5.6% |
| 3M | -4.2% | +39.9% | -44.1% | -21.9% |
| 6M | +24.7% | +66.2% | -41.4% | -7.8% |
| YTD | -17.6% | +17.7% | -35.3% | -25.7% |
| 1Y | -5.3% | +13.7% | -19.0% | -13.2% |
| 3Y | -22.0% | +95.9% | -117.9% | -52.0% |
| 5Y | -76.5% | -71.7% | -4.8% | -77.8% |
| All | -76.5% | -71.6% | -4.9% | -77.8% |
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