-81.2%
PATH vs DUK
+56.1%
-137.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.1% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -3.7% | +9.8% | -13.5% | -2.2% |
| 3M | -13.8% | +3.5% | -17.3% | -13.2% |
| 6M | +20.3% | +5.0% | +15.3% | +21.5% |
| YTD | -20.8% | +12.2% | -33.0% | -19.5% |
| 1Y | -9.2% | +7.2% | -16.5% | -7.9% |
| 3Y | -21.8% | +63.0% | -84.8% | -22.3% |
| 5Y | -77.4% | +52.3% | -129.7% | -77.4% |
| All | -81.2% | +56.1% | -137.3% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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