-81.2%
PATH vs DOW
-32.5%
-48.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.6% |
| 7D | -5.3% | -9.5% | +4.2% | -2.0% |
| 30D | -0.5% | +13.1% | -13.6% | -4.8% |
| 3M | -7.1% | +4.8% | -12.0% | -9.0% |
| 6M | +23.8% | -16.7% | +40.5% | +31.0% |
| YTD | -20.7% | +38.9% | -59.6% | -34.3% |
| 1Y | -8.1% | +48.3% | -56.4% | -26.6% |
| 3Y | -21.8% | -24.4% | +2.5% | -13.9% |
| 5Y | -76.8% | -29.2% | -47.6% | -72.9% |
| All | -81.2% | -32.5% | -48.6% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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