-80.4%
PATH vs WEC
+42.9%
-123.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +3.1% |
| 7D | -4.8% | +6.9% | -11.7% | -4.2% |
| 30D | +2.7% | +16.6% | -13.9% | +4.1% |
| 3M | -4.2% | +9.1% | -13.2% | -3.4% |
| 6M | +24.7% | +3.2% | +21.6% | +25.6% |
| YTD | -17.6% | +14.9% | -32.5% | -17.1% |
| 1Y | -5.3% | +9.2% | -14.5% | -4.6% |
| 3Y | -22.0% | +56.6% | -78.6% | -23.4% |
| 5Y | -76.5% | +56.1% | -132.7% | -75.5% |
| All | -80.4% | +42.9% | -123.4% | -81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling