-75.2%
PATH vs WSM
+163.9%
-239.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.6% |
| 7D | +2.1% | 0.0% | +2.1% | +2.0% |
| 30D | +1.6% | +5.1% | -3.5% | -1.1% |
| 3M | -20.4% | +5.1% | -25.5% | -22.9% |
| 6M | +40.1% | +48.6% | -8.5% | +13.8% |
| YTD | -19.0% | +44.2% | -63.2% | -34.1% |
| 1Y | -5.8% | +38.1% | -43.9% | -21.8% |
| 3Y | -22.9% | +257.2% | -280.2% | -69.4% |
| All | -75.2% | +163.9% | -239.1% | -88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling