-81.4%
PATH vs DVN
+181.1%
-262.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.5% | -1.7% |
| 7D | -2.3% | -8.8% | +6.6% | -0.2% |
| 30D | -4.8% | -10.0% | +5.2% | -2.7% |
| 3M | -17.7% | -3.7% | -14.0% | -17.4% |
| 6M | +18.9% | -3.5% | +22.4% | +18.7% |
| YTD | -21.7% | +20.8% | -42.5% | -27.1% |
| 1Y | -9.6% | +31.2% | -40.9% | -17.8% |
| 3Y | -25.8% | +5.0% | -30.8% | -30.1% |
| 5Y | -77.1% | +29.9% | -107.0% | -79.1% |
| All | -81.4% | +181.1% | -262.5% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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