-14.2%
PATH vs WBD
+94.7%
-108.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +1.4% | -11.5% | -10.4% |
| 7D | -11.7% | +7.7% | -19.4% | -13.4% |
| 30D | +10.6% | +19.0% | -8.4% | +5.6% |
| 3M | +25.8% | +76.6% | -50.7% | +6.2% |
| 6M | +19.2% | +164.6% | -145.4% | -11.3% |
| YTD | +12.3% | +113.8% | -101.5% | -12.6% |
| 1Y | +15.8% | +176.6% | -160.8% | -16.2% |
| All | -14.2% | +94.7% | -108.9% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling