-10.6%
PATH vs WMB
+17.1%
-27.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -6.0% |
| 7D | -5.6% | -14.2% | +8.6% | -12.1% |
| 30D | -0.7% | -11.2% | +10.6% | -5.5% |
| 3M | -5.9% | -9.9% | +4.0% | -9.5% |
| 6M | +21.6% | -14.4% | +35.9% | +16.0% |
| YTD | -20.6% | +9.2% | -29.9% | -27.9% |
| 1Y | -10.6% | +15.1% | -25.6% | -27.2% |
| All | -10.6% | +17.1% | -27.7% | -27.2% |
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