-81.1%
PATH vs DOW
-31.3%
-49.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -2.9% |
| 7D | -5.6% | -4.9% | -0.7% | -4.0% |
| 30D | -0.7% | +13.6% | -14.3% | -5.1% |
| 3M | -5.9% | +9.0% | -14.9% | -9.0% |
| 6M | +21.6% | -19.9% | +41.5% | +30.6% |
| YTD | -20.6% | +41.4% | -62.1% | -34.6% |
| 1Y | -10.6% | +47.4% | -58.0% | -28.2% |
| 3Y | -24.9% | -23.6% | -1.3% | -17.4% |
| 5Y | -76.8% | -27.9% | -48.9% | -73.1% |
| All | -81.1% | -31.3% | -49.9% | -78.0% |
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