-80.4%
PATH vs DOW
-29.7%
-50.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +4.0% |
| 7D | -4.8% | -4.2% | -0.6% | -3.4% |
| 30D | +2.7% | +14.7% | -12.0% | -2.3% |
| 3M | -4.2% | +9.1% | -13.2% | -7.4% |
| 6M | +24.7% | -17.7% | +42.4% | +32.7% |
| YTD | -17.6% | +44.6% | -62.2% | -32.7% |
| 1Y | -5.3% | +51.9% | -57.2% | -24.9% |
| 3Y | -22.0% | -21.8% | -0.2% | -14.9% |
| 5Y | -76.5% | -24.8% | -51.7% | -73.0% |
| All | -80.4% | -29.7% | -50.7% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling