+21.6%
PATH vs WST
+29.8%
-8.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.0% | +0.3% | -3.0% |
| 7D | -5.6% | -5.8% | +0.2% | -4.7% |
| 30D | -0.7% | +5.3% | -6.0% | -1.3% |
| 3M | -5.9% | +11.8% | -17.7% | -7.9% |
| 6M | +21.6% | +26.7% | -5.1% | +12.6% |
| All | +21.6% | +29.8% | -8.2% | +12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling