-21.8%
PATH vs DUK
+61.5%
-83.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.5% |
| 7D | -5.6% | +3.3% | -8.9% | -4.3% |
| 30D | -0.7% | +12.5% | -13.2% | +4.5% |
| 3M | -5.9% | +6.4% | -12.3% | -3.3% |
| 6M | +21.6% | +3.7% | +17.8% | +24.2% |
| YTD | -20.6% | +13.9% | -34.5% | -16.1% |
| 1Y | -10.6% | +8.8% | -19.4% | -6.3% |
| All | -21.8% | +61.5% | -83.3% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling