-78.9%
PATH vs WBD
-35.3%
-43.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.7% |
| 7D | -10.2% | +6.7% | -16.9% | -12.4% |
| 30D | +0.2% | +19.3% | -19.1% | -6.6% |
| 3M | +29.7% | +78.9% | -49.3% | +0.5% |
| 6M | +23.6% | +171.9% | -148.3% | -19.8% |
| YTD | +14.5% | +115.3% | -100.8% | -19.7% |
| 1Y | +16.0% | +177.2% | -161.2% | -27.8% |
| 3Y | +34.8% | +118.2% | -83.4% | -14.1% |
| All | -78.9% | -35.3% | -43.6% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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