-18.8%
PATH vs WMB
+109.4%
-128.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | +3.2% |
| 7D | -4.8% | -8.6% | +3.8% | -4.3% |
| 30D | +2.7% | -4.2% | +6.8% | +2.8% |
| 3M | -4.2% | -4.4% | +0.2% | -4.3% |
| 6M | +24.7% | -8.7% | +33.4% | +25.0% |
| YTD | -17.6% | +15.4% | -32.9% | -24.5% |
| 1Y | -5.3% | +23.7% | -29.1% | -15.3% |
| All | -18.8% | +109.4% | -128.1% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling