-78.0%
PATH vs WELL
+255.6%
-333.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.1% | -14.6% | -16.0% |
| 7D | -16.3% | -0.8% | -15.5% | -16.0% |
| 30D | +9.9% | -0.1% | +10.0% | +10.0% |
| 3M | +30.2% | +18.0% | +12.1% | +22.8% |
| 6M | +37.2% | +15.0% | +22.2% | +29.3% |
| YTD | -7.3% | +28.6% | -35.9% | -17.5% |
| 1Y | +40.0% | +42.9% | -2.9% | +18.2% |
| 3Y | -4.4% | +203.0% | -207.4% | -46.6% |
| 5Y | -76.0% | +206.9% | -282.9% | -87.1% |
| All | -78.0% | +255.6% | -333.6% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling