-76.8%
PATH vs WEC
+56.3%
-133.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -5.6% | +3.2% | -8.8% | -5.5% |
| 30D | -0.7% | +14.7% | -15.3% | -0.4% |
| 3M | -5.9% | +10.2% | -16.1% | -5.6% |
| 6M | +21.6% | +4.5% | +17.1% | +22.0% |
| YTD | -20.6% | +15.1% | -35.7% | -21.2% |
| 1Y | -10.6% | +9.4% | -20.0% | -10.7% |
| 3Y | -24.9% | +56.9% | -81.8% | -29.9% |
| 5Y | -76.8% | +54.4% | -131.3% | -78.0% |
| All | -76.8% | +56.3% | -133.1% | -78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling