-77.0%
PATH vs WU
-42.0%
-35.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.8% |
| 7D | -5.3% | +11.7% | -17.0% | -10.2% |
| 30D | -0.5% | +12.6% | -13.1% | -6.2% |
| 3M | -7.1% | -0.5% | -6.6% | -7.3% |
| 6M | +23.8% | -18.2% | +42.0% | +33.5% |
| YTD | -20.7% | -19.0% | -1.7% | -14.5% |
| 1Y | -8.1% | -16.7% | +8.6% | -2.5% |
| 3Y | -21.8% | -21.0% | -0.8% | -17.4% |
| All | -77.0% | -42.0% | -35.0% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling