-80.4%
PATH vs DOV
+56.7%
-137.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.2% |
| 7D | -4.8% | +2.2% | -7.0% | -6.4% |
| 30D | +2.7% | +11.2% | -8.5% | -5.1% |
| 3M | -4.2% | +1.6% | -5.8% | -5.9% |
| 6M | +24.7% | -3.2% | +28.0% | +24.6% |
| YTD | -17.6% | +9.7% | -27.3% | -28.0% |
| 1Y | -5.3% | +20.5% | -25.9% | -24.2% |
| 3Y | -22.0% | +63.7% | -85.7% | -54.8% |
| 5Y | -76.5% | +31.4% | -107.9% | -84.6% |
| All | -80.4% | +56.7% | -137.1% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling