-81.2%
PATH vs DOW
-33.5%
-47.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.3% |
| 7D | -2.7% | -9.4% | +6.7% | +0.6% |
| 30D | -3.7% | +8.9% | -12.6% | -6.6% |
| 3M | -13.8% | +6.7% | -20.5% | -16.0% |
| 6M | +20.3% | -14.2% | +34.5% | +25.9% |
| YTD | -20.8% | +36.9% | -57.7% | -34.1% |
| 1Y | -9.2% | +45.8% | -55.0% | -27.1% |
| 3Y | -21.8% | -23.9% | +2.1% | -14.3% |
| 5Y | -77.4% | -30.8% | -46.6% | -73.4% |
| All | -81.2% | -33.5% | -47.7% | -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