-77.0%
PATH vs DOW
-30.0%
-47.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.6% |
| 7D | -5.3% | -9.5% | +4.2% | -1.8% |
| 30D | -0.5% | +13.1% | -13.6% | -5.0% |
| 3M | -7.1% | +4.8% | -12.0% | -9.1% |
| 6M | +23.8% | -16.7% | +40.5% | +31.4% |
| YTD | -20.7% | +38.9% | -59.6% | -35.2% |
| 1Y | -8.1% | +48.3% | -56.4% | -27.9% |
| 3Y | -21.8% | -24.4% | +2.5% | -12.0% |
| All | -77.0% | -30.0% | -47.0% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling