-10.6%
PATH vs WELL
+33.9%
-44.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -4.1% |
| 7D | -5.6% | +5.3% | -10.8% | -3.7% |
| 30D | -0.7% | +8.7% | -9.4% | +3.0% |
| 3M | -5.9% | +3.8% | -9.7% | -4.3% |
| 6M | +21.6% | +15.4% | +6.2% | +33.6% |
| YTD | -20.6% | +33.7% | -54.3% | -8.1% |
| 1Y | -10.6% | +33.6% | -44.2% | +4.0% |
| All | -10.6% | +33.9% | -44.5% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling