-5.8%
PATH vs DUK
+8.9%
-14.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +2.4% |
| 7D | +2.1% | +1.9% | +0.1% | +3.7% |
| 30D | +1.6% | +8.9% | -7.3% | +9.7% |
| 3M | -20.4% | +5.6% | -26.0% | -17.0% |
| 6M | +40.1% | +7.0% | +33.2% | +50.8% |
| YTD | -19.0% | +14.0% | -33.1% | -0.1% |
| 1Y | -5.8% | +9.1% | -14.9% | +9.5% |
| All | -5.8% | +8.9% | -14.8% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling