-81.1%
PATH vs IWD
+85.3%
-166.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | +0.8% |
| 7D | -5.6% | -0.9% | -4.7% | -4.1% |
| 30D | -0.7% | +2.6% | -3.3% | -5.1% |
| 3M | -5.9% | +1.2% | -7.1% | -7.5% |
| 6M | +21.6% | +12.1% | +9.5% | -0.3% |
| YTD | -20.6% | +24.1% | -44.8% | -46.5% |
| 1Y | -10.6% | +28.5% | -39.1% | -43.4% |
| 3Y | -24.9% | +79.5% | -104.4% | -74.5% |
| 5Y | -76.8% | +70.3% | -147.1% | -91.0% |
| All | -81.1% | +85.3% | -166.4% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling