-5.3%
PATH vs WU
-18.0%
+12.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.4% | -2.5% | +1.1% |
| 7D | -4.8% | +8.2% | -13.0% | -7.3% |
| 30D | +2.7% | +8.0% | -5.4% | -0.1% |
| 3M | -4.2% | -6.6% | +2.5% | -2.2% |
| 6M | +24.7% | -23.3% | +48.0% | +33.1% |
| YTD | -17.6% | -22.4% | +4.8% | -11.8% |
| 1Y | -5.3% | -18.0% | +12.7% | +2.2% |
| All | -5.3% | -18.0% | +12.7% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling