-80.4%
PATH vs ACWI
+77.8%
-158.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | -0.2% |
| 7D | -4.8% | -0.5% | -4.3% | -4.0% |
| 30D | +2.7% | -1.6% | +4.3% | +5.8% |
| 3M | -4.2% | -1.3% | -2.8% | -1.8% |
| 6M | +24.7% | +5.8% | +18.9% | +10.3% |
| YTD | -17.6% | +12.7% | -30.3% | -37.0% |
| 1Y | -5.3% | +15.0% | -20.3% | -30.5% |
| 3Y | -22.0% | +77.5% | -99.5% | -77.1% |
| 5Y | -76.5% | +61.9% | -138.4% | -91.2% |
| All | -80.4% | +77.8% | -158.2% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling