-10.6%
PATH vs ACWI
+10.7%
-21.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | -1.3% |
| 7D | -5.6% | -4.0% | -1.6% | -3.1% |
| 30D | -0.7% | -5.8% | +5.1% | +3.1% |
| 3M | -5.9% | -5.0% | -0.8% | -2.6% |
| 6M | +21.6% | +0.7% | +20.9% | +22.6% |
| YTD | -20.6% | +8.4% | -29.1% | -24.6% |
| 1Y | -10.6% | +10.1% | -20.7% | -17.0% |
| All | -10.6% | +10.7% | -21.3% | -17.0% |
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