-81.1%
PATH vs WEC
+43.2%
-124.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -5.6% | +3.2% | -8.8% | -5.3% |
| 30D | -0.7% | +14.7% | -15.3% | +0.5% |
| 3M | -5.9% | +10.2% | -16.1% | -5.0% |
| 6M | +21.6% | +4.5% | +17.1% | +22.5% |
| YTD | -20.6% | +15.1% | -35.7% | -20.2% |
| 1Y | -10.6% | +9.4% | -20.0% | -9.9% |
| 3Y | -24.9% | +56.9% | -81.8% | -26.2% |
| 5Y | -76.8% | +54.4% | -131.3% | -76.1% |
| All | -81.1% | +43.2% | -124.3% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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