-5.3%
PATH vs IWD
+33.0%
-38.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +1.1% |
| 7D | -4.8% | +2.5% | -7.3% | -6.4% |
| 30D | +2.7% | +6.0% | -3.3% | -1.3% |
| 3M | -4.2% | +3.8% | -7.9% | -6.3% |
| 6M | +24.7% | +16.3% | +8.4% | +18.2% |
| YTD | -17.6% | +27.5% | -45.0% | -27.7% |
| 1Y | -5.3% | +32.8% | -38.1% | -23.0% |
| All | -5.3% | +33.0% | -38.4% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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