-18.8%
PATH vs WELL
+198.6%
-217.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +2.8% |
| 7D | -4.8% | +9.2% | -13.9% | -5.1% |
| 30D | +2.7% | +10.6% | -8.0% | +2.3% |
| 3M | -4.2% | +7.5% | -11.7% | -4.3% |
| 6M | +24.7% | +15.0% | +9.7% | +24.6% |
| YTD | -17.6% | +35.0% | -52.6% | -21.0% |
| 1Y | -5.3% | +36.5% | -41.8% | -9.6% |
| All | -18.8% | +198.6% | -217.3% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling