+40.0%
PATH vs WSM
+19.9%
+20.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.1% | -18.7% | -16.9% |
| 7D | -16.3% | -3.3% | -13.0% | -15.9% |
| 30D | +9.9% | -8.4% | +18.3% | +11.5% |
| 3M | +30.2% | +9.7% | +20.5% | +28.9% |
| 6M | +37.2% | +16.7% | +20.5% | +34.6% |
| YTD | -7.3% | +28.7% | -36.0% | -9.1% |
| 1Y | +40.0% | +13.7% | +26.3% | +37.4% |
| All | +40.0% | +19.9% | +20.1% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling