-6.1%
PATH vs WU
-23.6%
+17.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.7% | -16.3% |
| 7D | -16.3% | -0.8% | -15.5% | -16.0% |
| 30D | +9.9% | -1.1% | +11.0% | +10.4% |
| 3M | +30.2% | -3.9% | +34.0% | +29.9% |
| 6M | +37.2% | -20.7% | +57.9% | +47.9% |
| YTD | -7.3% | -18.4% | +11.0% | -1.3% |
| 1Y | +40.0% | -8.1% | +48.1% | +40.4% |
| All | -6.1% | -23.6% | +17.5% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling