-81.2%
PATH vs WEC
+40.2%
-121.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.3% |
| 7D | -5.3% | -0.2% | -5.1% | -5.3% |
| 30D | -0.5% | +12.3% | -12.8% | +0.5% |
| 3M | -7.1% | +8.3% | -15.4% | -6.4% |
| 6M | +23.8% | +3.5% | +20.4% | +24.5% |
| YTD | -20.7% | +12.7% | -33.4% | -20.4% |
| 1Y | -8.1% | +8.2% | -16.2% | -7.6% |
| 3Y | -21.8% | +55.9% | -77.7% | -23.3% |
| 5Y | -76.8% | +51.2% | -128.1% | -76.2% |
| All | -81.2% | +40.2% | -121.4% | -82.6% |
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