-76.8%
PATH vs WCN
+45.9%
-122.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | -5.6% | +5.5% | -11.1% | -7.9% |
| 30D | -0.7% | +24.2% | -24.9% | -10.7% |
| 3M | -5.9% | +17.0% | -22.9% | -12.8% |
| 6M | +21.6% | +22.3% | -0.8% | +9.8% |
| YTD | -20.6% | +10.2% | -30.8% | -24.6% |
| 1Y | -10.6% | +16.5% | -27.1% | -18.0% |
| 3Y | -24.9% | +47.1% | -72.0% | -45.6% |
| 5Y | -76.8% | +47.9% | -124.7% | -84.6% |
| All | -76.8% | +45.9% | -122.7% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling