-81.2%
PATH vs WPM
+238.6%
-319.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.6% |
| 7D | -5.3% | +16.9% | -22.2% | -8.0% |
| 30D | -0.5% | +2.0% | -2.5% | -1.1% |
| 3M | -7.1% | +8.9% | -16.1% | -9.1% |
| 6M | +23.8% | +1.6% | +22.2% | +22.0% |
| YTD | -20.7% | +16.5% | -37.2% | -25.8% |
| 1Y | -8.1% | +42.2% | -50.3% | -18.4% |
| 3Y | -21.8% | +213.3% | -235.1% | -48.7% |
| 5Y | -76.8% | +249.9% | -326.8% | -85.7% |
| All | -81.2% | +238.6% | -319.8% | -87.8% |
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