-81.2%
PATH vs DOV
+56.9%
-138.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.6% | -3.2% |
| 7D | -2.7% | -1.4% | -1.3% | -1.9% |
| 30D | -3.7% | +12.8% | -16.5% | -11.9% |
| 3M | -13.8% | +1.1% | -14.9% | -15.2% |
| 6M | +20.3% | -2.6% | +22.9% | +19.7% |
| YTD | -20.8% | +9.9% | -30.7% | -31.0% |
| 1Y | -9.2% | +19.3% | -28.5% | -26.7% |
| 3Y | -21.8% | +68.4% | -90.1% | -55.9% |
| 5Y | -77.4% | +29.1% | -106.6% | -85.2% |
| All | -81.2% | +56.9% | -138.1% | -87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling