+24.7%
PATH vs IWD
+15.9%
+8.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +0.3% |
| 7D | -4.8% | +2.5% | -7.3% | -7.1% |
| 30D | +2.7% | +6.0% | -3.3% | -3.0% |
| 3M | -4.2% | +3.8% | -7.9% | -7.1% |
| 6M | +24.7% | +16.3% | +8.4% | +40.0% |
| All | +24.7% | +15.9% | +8.9% | +40.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling