+30.2%
PATH vs WSM
+8.6%
+21.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.1% | -18.7% | -16.8% |
| 7D | -16.3% | -3.3% | -13.0% | -15.6% |
| 30D | +9.9% | -8.4% | +18.3% | +12.2% |
| 3M | +30.2% | +9.7% | +20.5% | +34.3% |
| All | +30.2% | +8.6% | +21.6% | +34.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling