-5.8%
PATH vs IWF
-3.4%
-2.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.2% |
| 7D | +2.1% | +2.8% | -0.7% | -0.2% |
| 30D | +1.6% | -7.5% | +9.2% | +8.4% |
| 3M | -20.4% | -8.5% | -12.0% | -14.5% |
| 6M | +40.1% | -7.4% | +47.5% | +50.5% |
| YTD | -19.0% | -2.6% | -16.4% | -12.4% |
| 1Y | -5.8% | -1.8% | -4.0% | +1.2% |
| All | -5.8% | -3.4% | -2.4% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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