-81.2%
PATH vs WELL
+268.9%
-350.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -5.3% | +4.4% | -9.8% | -6.6% |
| 30D | -0.5% | +10.8% | -11.3% | -3.9% |
| 3M | -7.1% | +4.2% | -11.4% | -8.5% |
| 6M | +23.8% | +14.0% | +9.8% | +17.7% |
| YTD | -20.7% | +33.4% | -54.1% | -30.3% |
| 1Y | -8.1% | +32.4% | -40.5% | -19.0% |
| 3Y | -21.8% | +194.7% | -216.6% | -55.5% |
| 5Y | -76.8% | +226.5% | -303.3% | -87.7% |
| All | -81.2% | +268.9% | -350.1% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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