-80.4%
PATH vs WCC
+293.2%
-373.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.9% | +12.8% | +6.8% |
| 7D | -4.8% | -8.8% | +4.0% | -2.0% |
| 30D | +2.7% | -16.0% | +18.7% | +8.8% |
| 3M | -4.2% | -15.2% | +11.0% | 0.0% |
| 6M | +24.7% | -8.4% | +33.1% | +22.9% |
| YTD | -17.6% | +30.1% | -47.7% | -33.9% |
| 1Y | -5.3% | +26.4% | -31.8% | -23.1% |
| 3Y | -22.0% | +127.6% | -149.6% | -56.7% |
| 5Y | -76.5% | +149.0% | -225.5% | -88.5% |
| All | -80.4% | +293.2% | -373.6% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling