+40.0%
PATH vs WCN
-8.7%
+48.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.5% | -16.7% |
| 7D | -16.3% | -0.6% | -15.7% | -16.3% |
| 30D | +9.9% | +0.4% | +9.5% | +10.0% |
| 3M | +30.2% | +7.3% | +22.8% | +31.6% |
| 6M | +37.2% | -2.5% | +39.7% | +37.7% |
| YTD | -7.3% | -5.4% | -1.9% | -11.4% |
| 1Y | +40.0% | -8.5% | +48.5% | +49.9% |
| All | +40.0% | -8.7% | +48.7% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling