-80.4%
PATH vs WMB
+275.4%
-355.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | +4.5% |
| 7D | -4.8% | -8.6% | +3.8% | -2.7% |
| 30D | +2.7% | -4.2% | +6.8% | +3.3% |
| 3M | -4.2% | -4.4% | +0.2% | -4.0% |
| 6M | +24.7% | -8.7% | +33.4% | +25.8% |
| YTD | -17.6% | +15.4% | -32.9% | -25.7% |
| 1Y | -5.3% | +23.7% | -29.1% | -17.1% |
| 3Y | -22.0% | +110.4% | -132.4% | -48.4% |
| 5Y | -76.5% | +198.9% | -275.4% | -85.8% |
| All | -80.4% | +275.4% | -355.8% | -87.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling