-8.6%
PATH vs WSM
+36.5%
-45.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -2.7% | -3.0% | +0.2% | -2.2% |
| 30D | -1.4% | +10.1% | -11.4% | -2.9% |
| 3M | -16.4% | +4.9% | -21.3% | -17.0% |
| 6M | +23.3% | +49.8% | -26.5% | +15.3% |
| YTD | -19.8% | +48.7% | -68.6% | -22.9% |
| 1Y | -8.6% | +38.7% | -47.3% | -10.6% |
| All | -8.6% | +36.5% | -45.0% | -10.6% |
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