-77.1%
PATH vs DUK
+52.9%
-130.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.8% | -1.1% |
| 7D | -2.3% | +1.9% | -4.2% | -2.1% |
| 30D | -4.8% | +10.5% | -15.4% | -3.7% |
| 3M | -17.7% | +7.3% | -25.0% | -17.0% |
| 6M | +18.9% | +5.7% | +13.2% | +19.8% |
| YTD | -21.7% | +12.9% | -34.6% | -21.0% |
| 1Y | -9.6% | +8.6% | -18.2% | -8.8% |
| 3Y | -25.8% | +63.5% | -89.4% | -30.2% |
| 5Y | -77.1% | +52.4% | -129.4% | -78.3% |
| All | -77.1% | +52.9% | -130.0% | -78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling