-21.8%
PATH vs DOV
+56.2%
-77.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.7% | +1.0% | -1.6% |
| 7D | -5.6% | -3.7% | -1.9% | -4.0% |
| 30D | -0.7% | +5.6% | -6.3% | -3.4% |
| 3M | -5.9% | -3.5% | -2.4% | -4.6% |
| 6M | +21.6% | -8.9% | +30.5% | +25.5% |
| YTD | -20.6% | +4.5% | -25.1% | -27.2% |
| 1Y | -10.6% | +13.9% | -24.5% | -23.6% |
| All | -21.8% | +56.2% | -77.9% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling