-5.3%
PATH vs WMB
+22.7%
-28.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | -0.2% |
| 7D | -4.8% | -8.6% | +3.8% | -8.7% |
| 30D | +2.7% | -4.2% | +6.8% | +1.3% |
| 3M | -4.2% | -4.4% | +0.2% | -5.4% |
| 6M | +24.7% | -8.7% | +33.4% | +22.2% |
| YTD | -17.6% | +15.4% | -32.9% | -23.6% |
| 1Y | -5.3% | +23.7% | -29.1% | -13.7% |
| All | -5.3% | +22.7% | -28.0% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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