-9.6%
PATH vs WCN
+16.8%
-26.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.3% |
| 7D | -2.3% | +2.6% | -4.9% | -2.7% |
| 30D | -4.8% | +25.3% | -30.1% | -8.8% |
| 3M | -17.7% | +15.2% | -32.9% | -19.8% |
| 6M | +18.9% | +26.4% | -7.5% | +14.6% |
| YTD | -21.7% | +9.9% | -31.6% | -24.9% |
| 1Y | -9.6% | +16.2% | -25.8% | -7.7% |
| All | -9.6% | +16.8% | -26.5% | -7.7% |
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