-76.5%
PATH vs ACWI
+62.2%
-138.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | -0.3% |
| 7D | -4.8% | -0.5% | -4.3% | -4.0% |
| 30D | +2.7% | -1.6% | +4.3% | +5.9% |
| 3M | -4.2% | -1.3% | -2.8% | -1.7% |
| 6M | +24.7% | +5.8% | +18.9% | +10.0% |
| YTD | -17.6% | +12.7% | -30.3% | -37.3% |
| 1Y | -5.3% | +15.0% | -20.3% | -31.0% |
| 3Y | -22.0% | +77.5% | -99.5% | -77.9% |
| 5Y | -76.5% | +61.9% | -138.4% | -91.5% |
| All | -76.5% | +62.2% | -138.7% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling