-8.1%
PATH vs WSM
+30.0%
-38.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.2% |
| 7D | -5.3% | +0.5% | -5.8% | -5.3% |
| 30D | -0.5% | +6.0% | -6.5% | -1.5% |
| 3M | -7.1% | +3.2% | -10.4% | -7.5% |
| 6M | +23.8% | +37.1% | -13.3% | +17.9% |
| YTD | -20.7% | +44.2% | -64.9% | -23.4% |
| 1Y | -8.1% | +34.2% | -42.3% | -8.7% |
| All | -8.1% | +30.0% | -38.1% | -8.7% |
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