-80.8%
PATH vs DOW
-29.0%
-51.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.1% | +5.2% | -3.1% | +0.3% |
| 30D | +1.6% | +13.2% | -11.6% | -2.8% |
| 3M | -20.4% | +10.1% | -30.5% | -23.3% |
| 6M | +40.1% | -13.1% | +53.2% | +46.3% |
| YTD | -19.0% | +46.1% | -65.2% | -34.1% |
| 1Y | -5.8% | +50.0% | -55.8% | -24.7% |
| 3Y | -22.9% | -20.2% | -2.7% | -16.7% |
| 5Y | -75.3% | -27.7% | -47.6% | -71.5% |
| All | -80.8% | -29.0% | -51.8% | -77.8% |
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