-10.6%
PATH vs WFC
-0.8%
-9.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -3.1% |
| 7D | -5.6% | 0.0% | -5.6% | -5.5% |
| 30D | -0.7% | +4.0% | -4.7% | -1.4% |
| 3M | -5.9% | -4.4% | -1.5% | -5.2% |
| 6M | +21.6% | +7.4% | +14.2% | +19.2% |
| YTD | -20.6% | -7.5% | -13.1% | -14.1% |
| 1Y | -10.6% | -0.3% | -10.2% | -14.4% |
| All | -10.6% | -0.8% | -9.7% | -14.4% |
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