-81.2%
PATH vs WU
-58.5%
-22.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.8% |
| 7D | -5.3% | +11.7% | -17.0% | -9.9% |
| 30D | -0.5% | +12.6% | -13.1% | -5.8% |
| 3M | -7.1% | -0.5% | -6.6% | -7.2% |
| 6M | +23.8% | -18.2% | +42.0% | +32.8% |
| YTD | -20.7% | -19.0% | -1.7% | -14.9% |
| 1Y | -8.1% | -16.7% | +8.6% | -2.8% |
| 3Y | -21.8% | -21.0% | -0.8% | -17.5% |
| 5Y | -76.8% | -41.7% | -35.2% | -71.5% |
| All | -81.2% | -58.5% | -22.6% | -77.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling