-75.7%
PATH vs WEC
+31.0%
-106.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.6% |
| 7D | -16.3% | -0.3% | -16.0% | -16.3% |
| 30D | +9.9% | -1.3% | +11.2% | +9.9% |
| 3M | +30.2% | -3.9% | +34.1% | +30.0% |
| 6M | +37.2% | -8.3% | +45.5% | +37.4% |
| YTD | -7.3% | +3.1% | -10.4% | -8.2% |
| 1Y | +40.0% | +1.9% | +38.1% | +38.7% |
| 3Y | -4.4% | +41.9% | -46.3% | -10.3% |
| All | -75.7% | +31.0% | -106.7% | -78.3% |
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