-75.7%
PATH vs WCC
+216.1%
-291.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.9% | -20.5% | -18.3% |
| 7D | -16.3% | +4.5% | -20.8% | -18.2% |
| 30D | +9.9% | -5.8% | +15.7% | +12.1% |
| 3M | +30.2% | -3.7% | +33.8% | +29.4% |
| 6M | +37.2% | +23.1% | +14.2% | +17.3% |
| YTD | -7.3% | +44.2% | -51.5% | -28.1% |
| 1Y | +40.0% | +62.1% | -22.1% | +1.4% |
| 3Y | -4.4% | +121.1% | -125.5% | -46.1% |
| All | -75.7% | +216.1% | -291.7% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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