-21.8%
PATH vs WSM
+251.2%
-273.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.5% | -2.5% |
| 7D | -5.6% | -0.5% | -5.1% | -5.5% |
| 30D | -0.7% | +7.1% | -7.8% | -2.7% |
| 3M | -5.9% | +4.5% | -10.4% | -7.3% |
| 6M | +21.6% | +44.4% | -22.8% | +8.6% |
| YTD | -20.6% | +46.8% | -67.4% | -29.8% |
| 1Y | -10.6% | +31.7% | -42.3% | -18.3% |
| All | -21.8% | +251.2% | -273.0% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling