-78.0%
PATH vs ACWI
+81.6%
-159.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | 0.0% | -16.6% | -16.6% |
| 7D | -16.3% | +0.5% | -16.8% | -17.1% |
| 30D | +9.9% | +0.9% | +9.0% | +8.4% |
| 3M | +30.2% | +2.4% | +27.8% | +24.0% |
| 6M | +37.2% | +12.4% | +24.8% | +6.8% |
| YTD | -7.3% | +15.2% | -22.5% | -31.7% |
| 1Y | +40.0% | +22.7% | +17.3% | -8.9% |
| 3Y | -4.4% | +75.8% | -80.2% | -70.8% |
| 5Y | -76.0% | +67.7% | -143.8% | -91.5% |
| All | -78.0% | +81.6% | -159.6% | -92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling