+40.0%
PATH vs ACWI
+23.6%
+16.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | +0.5% | -16.8% | -16.6% |
| 30D | +9.9% | +0.9% | +9.0% | +9.3% |
| 3M | +30.2% | +2.4% | +27.8% | +28.4% |
| 6M | +37.2% | +12.4% | +24.8% | +25.7% |
| YTD | -7.3% | +15.2% | -22.5% | -20.4% |
| 1Y | +40.0% | +22.7% | +17.3% | -1.4% |
| All | +40.0% | +23.6% | +16.4% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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