-78.0%
PATH vs WPM
+285.0%
-363.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.6% | -16.4% |
| 7D | -16.3% | +1.1% | -17.4% | -16.5% |
| 30D | +9.9% | +26.4% | -16.4% | +5.1% |
| 3M | +30.2% | +20.8% | +9.3% | +25.1% |
| 6M | +37.2% | +1.1% | +36.1% | +35.7% |
| YTD | -7.3% | +32.5% | -39.8% | -15.0% |
| 1Y | +40.0% | +51.5% | -11.5% | +23.0% |
| 3Y | -4.4% | +267.0% | -271.4% | -39.2% |
| 5Y | -76.0% | +250.1% | -326.2% | -85.1% |
| All | -78.0% | +285.0% | -363.0% | -86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling