-81.1%
PATH vs DUK
+58.5%
-139.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.6% |
| 7D | -5.6% | +3.3% | -8.9% | -5.1% |
| 30D | -0.7% | +12.5% | -13.2% | +1.3% |
| 3M | -5.9% | +6.4% | -12.3% | -4.8% |
| 6M | +21.6% | +3.7% | +17.8% | +22.7% |
| YTD | -20.6% | +13.9% | -34.5% | -19.1% |
| 1Y | -10.6% | +8.8% | -19.4% | -9.1% |
| 3Y | -24.9% | +61.3% | -86.2% | -25.1% |
| 5Y | -76.8% | +55.1% | -131.9% | -76.7% |
| All | -81.1% | +58.5% | -139.7% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling