-80.8%
PATH vs WU
-59.4%
-21.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.7% |
| 7D | +2.1% | -2.0% | +4.1% | +2.9% |
| 30D | +1.6% | +11.4% | -9.8% | -3.3% |
| 3M | -20.4% | -6.8% | -13.6% | -18.4% |
| 6M | +40.1% | -14.6% | +54.8% | +47.1% |
| YTD | -19.0% | -20.6% | +1.6% | -12.5% |
| 1Y | -5.8% | -15.4% | +9.5% | -1.3% |
| 3Y | -22.9% | -23.6% | +0.7% | -17.5% |
| 5Y | -75.3% | -43.4% | -31.9% | -69.4% |
| All | -80.8% | -59.4% | -21.4% | -76.9% |
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