-80.4%
PATH vs WM
+92.7%
-173.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.7% |
| 7D | -4.8% | +5.9% | -10.7% | -5.5% |
| 30D | +2.7% | +15.4% | -12.7% | +0.6% |
| 3M | -4.2% | +6.3% | -10.5% | -5.1% |
| 6M | +24.7% | +5.6% | +19.2% | +23.6% |
| YTD | -17.6% | +9.9% | -27.5% | -18.7% |
| 1Y | -5.3% | +20.8% | -26.2% | -8.2% |
| 3Y | -22.0% | +48.5% | -70.5% | -28.8% |
| 5Y | -76.5% | +60.6% | -137.1% | -79.1% |
| All | -80.4% | +92.7% | -173.1% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling