-8.6%
PATH vs GWW
+57.4%
-66.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.5% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -1.4% | +14.0% | -15.3% | +0.5% |
| 3M | -16.4% | +14.4% | -30.8% | -14.9% |
| 6M | +23.3% | +21.7% | +1.6% | +26.5% |
| YTD | -19.8% | +48.4% | -68.3% | -12.0% |
| 1Y | -8.6% | +58.4% | -67.0% | +4.4% |
| All | -8.6% | +57.4% | -66.0% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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