-80.8%
PATH vs DUK
+58.8%
-139.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.5% |
| 7D | +2.1% | +1.9% | +0.1% | +2.4% |
| 30D | +1.6% | +8.9% | -7.3% | +3.1% |
| 3M | -20.4% | +5.6% | -26.0% | -19.7% |
| 6M | +40.1% | +7.0% | +33.2% | +42.0% |
| YTD | -19.0% | +14.0% | -33.1% | -17.5% |
| 1Y | -5.8% | +9.1% | -14.9% | -4.2% |
| 3Y | -22.9% | +67.6% | -90.5% | -23.3% |
| 5Y | -75.3% | +56.6% | -131.9% | -75.0% |
| All | -80.8% | +58.8% | -139.5% | -80.0% |
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