-76.8%
PATH vs WMB
+180.0%
-256.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -2.2% |
| 7D | -5.6% | -14.2% | +8.6% | -1.7% |
| 30D | -0.7% | -11.2% | +10.6% | +2.2% |
| 3M | -5.9% | -9.9% | +4.0% | -4.1% |
| 6M | +21.6% | -14.4% | +35.9% | +25.0% |
| YTD | -20.6% | +9.2% | -29.9% | -28.0% |
| 1Y | -10.6% | +15.1% | -25.6% | -20.7% |
| 3Y | -24.9% | +99.2% | -124.1% | -52.0% |
| 5Y | -76.8% | +180.2% | -257.1% | -87.0% |
| All | -76.8% | +180.0% | -256.8% | -87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling