-81.1%
PATH vs SHW
+36.5%
-117.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.0% | +0.3% | -1.4% |
| 7D | -5.6% | +5.7% | -11.3% | -8.9% |
| 30D | -0.7% | +8.7% | -9.4% | -5.9% |
| 3M | -5.9% | -5.4% | -0.5% | -3.3% |
| 6M | +21.6% | +12.2% | +9.3% | +11.3% |
| YTD | -20.6% | +8.5% | -29.1% | -27.9% |
| 1Y | -10.6% | +4.9% | -15.5% | -17.0% |
| 3Y | -24.9% | +42.8% | -67.7% | -47.8% |
| 5Y | -76.8% | +14.5% | -91.3% | -83.6% |
| All | -81.1% | +36.5% | -117.6% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 all: compounded portfolio wealth divided by compounded SHW 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…
all analysis · Full analysis span regression · 6 months rolling