-5.3%
PATH vs WFC
+2.7%
-8.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.5% |
| 7D | -4.8% | +4.5% | -9.3% | -5.5% |
| 30D | +2.7% | +7.4% | -4.7% | +1.3% |
| 3M | -4.2% | -0.5% | -3.7% | -4.3% |
| 6M | +24.7% | +11.7% | +13.1% | +21.2% |
| YTD | -17.6% | -4.6% | -12.9% | -11.3% |
| 1Y | -5.3% | +2.5% | -7.9% | -7.7% |
| All | -5.3% | +2.7% | -8.0% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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