-77.1%
PATH vs WBD
+16.8%
-93.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +36.5% | -44.5% | -19.5% |
| 7D | -8.0% | +36.5% | -44.5% | -19.5% |
| 30D | -8.0% | +36.5% | -44.5% | -19.5% |
| 3M | -8.0% | +36.5% | -44.5% | -19.5% |
| 6M | -8.0% | +36.5% | -44.5% | -19.5% |
| YTD | -8.0% | +36.5% | -44.5% | -19.5% |
| 1Y | +2.0% | +63.0% | -61.0% | -16.9% |
| 3Y | -19.0% | +206.7% | -225.7% | -54.3% |
| All | -77.1% | +16.8% | -93.9% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling