-81.4%
PATH vs WCN
+70.5%
-151.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.4% |
| 7D | -2.3% | +2.6% | -4.9% | -3.3% |
| 30D | -4.8% | +25.3% | -30.1% | -13.7% |
| 3M | -17.7% | +15.2% | -32.9% | -22.6% |
| 6M | +18.9% | +26.4% | -7.5% | +7.0% |
| YTD | -21.7% | +9.9% | -31.6% | -25.2% |
| 1Y | -9.6% | +16.2% | -25.8% | -16.2% |
| 3Y | -25.8% | +49.4% | -75.2% | -43.8% |
| 5Y | -77.1% | +46.2% | -123.3% | -83.6% |
| All | -81.4% | +70.5% | -151.9% | -84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling