+40.0%
PATH vs DOV
+11.5%
+28.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.9% | -17.6% | -16.5% |
| 7D | -16.3% | -2.7% | -13.6% | -16.6% |
| 30D | +9.9% | -8.1% | +18.0% | +8.7% |
| 3M | +30.2% | -9.4% | +39.6% | +28.0% |
| 6M | +37.2% | -12.6% | +49.8% | +35.0% |
| YTD | -7.3% | -0.5% | -6.8% | -10.2% |
| 1Y | +40.0% | +9.2% | +30.8% | +44.6% |
| All | +40.0% | +11.5% | +28.5% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling