-76.8%
PATH vs WELL
+233.6%
-310.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.3% |
| 7D | -5.6% | +5.3% | -10.8% | -7.3% |
| 30D | -0.7% | +8.7% | -9.4% | -3.8% |
| 3M | -5.9% | +3.8% | -9.7% | -7.3% |
| 6M | +21.6% | +15.4% | +6.2% | +14.2% |
| YTD | -20.6% | +33.7% | -54.3% | -31.6% |
| 1Y | -10.6% | +33.6% | -44.2% | -23.0% |
| 3Y | -24.9% | +194.2% | -219.1% | -61.2% |
| 5Y | -76.8% | +227.0% | -303.8% | -88.8% |
| All | -76.8% | +233.6% | -310.4% | -88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling