-81.1%
PATH vs ACWI
+71.0%
-152.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | +3.4% |
| 7D | -5.6% | -4.0% | -1.6% | +1.7% |
| 30D | -0.7% | -5.8% | +5.1% | +10.9% |
| 3M | -5.9% | -5.0% | -0.8% | +3.5% |
| 6M | +21.6% | +0.7% | +20.9% | +18.0% |
| YTD | -20.6% | +8.4% | -29.1% | -34.8% |
| 1Y | -10.6% | +10.1% | -20.7% | -28.9% |
| 3Y | -24.9% | +70.8% | -95.7% | -76.3% |
| 5Y | -76.8% | +55.4% | -132.2% | -90.6% |
| All | -81.1% | +71.0% | -152.1% | -92.9% |
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