-8.1%
PATH vs WFC
-1.3%
-6.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | -5.3% | +0.6% | -6.0% | -5.3% |
| 30D | -0.5% | +4.6% | -5.1% | -1.4% |
| 3M | -7.1% | -3.6% | -3.5% | -6.7% |
| 6M | +23.8% | +5.6% | +18.2% | +21.9% |
| YTD | -20.7% | -8.5% | -12.2% | -14.1% |
| 1Y | -8.1% | -0.3% | -7.7% | -13.1% |
| All | -8.1% | -1.3% | -6.8% | -13.1% |
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