-76.8%
PATH vs WPM
+241.8%
-318.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.8% |
| 7D | -5.6% | +7.5% | -13.1% | -6.9% |
| 30D | -0.7% | -3.8% | +3.1% | -0.2% |
| 3M | -5.9% | +8.0% | -13.9% | -7.7% |
| 6M | +21.6% | +6.1% | +15.5% | +18.6% |
| YTD | -20.6% | +13.2% | -33.8% | -25.4% |
| 1Y | -10.6% | +37.9% | -48.5% | -20.2% |
| 3Y | -24.9% | +201.7% | -226.6% | -50.8% |
| 5Y | -76.8% | +240.0% | -316.9% | -85.5% |
| All | -76.8% | +241.8% | -318.6% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling