-77.0%
PATH vs DOV
+25.3%
-102.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.5% |
| 7D | -5.3% | -1.9% | -3.4% | -4.2% |
| 30D | -0.5% | +8.3% | -8.8% | -6.7% |
| 3M | -7.1% | -3.1% | -4.1% | -5.8% |
| 6M | +23.8% | -9.8% | +33.6% | +30.7% |
| YTD | -20.7% | +5.2% | -25.9% | -29.4% |
| 1Y | -8.1% | +15.3% | -23.4% | -25.4% |
| 3Y | -21.8% | +58.8% | -80.6% | -57.2% |
| All | -77.0% | +25.3% | -102.3% | -84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling