-8.1%
PATH vs DOV
+14.1%
-22.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | 0.0% |
| 7D | -5.3% | -1.9% | -3.4% | -5.5% |
| 30D | -0.5% | +8.3% | -8.8% | +1.3% |
| 3M | -7.1% | -3.1% | -4.1% | -7.2% |
| 6M | +23.8% | -9.8% | +33.6% | +22.2% |
| YTD | -20.7% | +5.2% | -25.9% | -24.2% |
| 1Y | -8.1% | +15.3% | -23.4% | -19.3% |
| All | -8.1% | +14.1% | -22.2% | -19.3% |
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