-21.8%
PATH vs WMB
+98.2%
-120.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -3.4% |
| 7D | -5.6% | -14.2% | +8.6% | -4.8% |
| 30D | -0.7% | -11.2% | +10.6% | -0.1% |
| 3M | -5.9% | -9.9% | +4.0% | -5.7% |
| 6M | +21.6% | -14.4% | +35.9% | +22.5% |
| YTD | -20.6% | +9.2% | -29.9% | -27.1% |
| 1Y | -10.6% | +15.1% | -25.6% | -19.2% |
| All | -21.8% | +98.2% | -120.0% | -42.7% |
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