-80.8%
PATH vs WPM
+226.6%
-307.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +2.1% | -3.6% | +5.6% | +2.7% |
| 30D | +1.6% | +1.4% | +0.2% | +1.0% |
| 3M | -20.4% | -0.2% | -20.3% | -20.9% |
| 6M | +40.1% | -7.3% | +47.4% | +40.5% |
| YTD | -19.0% | +12.3% | -31.4% | -23.9% |
| 1Y | -5.8% | +24.9% | -30.7% | -13.9% |
| 3Y | -22.9% | +210.4% | -233.3% | -49.6% |
| 5Y | -75.3% | +210.4% | -285.6% | -84.3% |
| All | -80.8% | +226.6% | -307.3% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling