-21.8%
PATH vs WST
+16.9%
-38.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.0% | +0.3% | -3.5% |
| 7D | -5.6% | -5.8% | +0.2% | -5.3% |
| 30D | -0.7% | +5.3% | -6.0% | -0.9% |
| 3M | -5.9% | +11.8% | -17.7% | -6.4% |
| 6M | +21.6% | +26.7% | -5.1% | +20.0% |
| YTD | -20.6% | +43.0% | -63.6% | -22.5% |
| 1Y | -10.6% | +38.9% | -49.4% | -12.6% |
| All | -21.8% | +16.9% | -38.7% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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