-81.2%
PATH vs WWD
+174.1%
-255.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -1.5% |
| 7D | -5.3% | +4.2% | -9.5% | -7.2% |
| 30D | -0.5% | -2.1% | +1.6% | -0.1% |
| 3M | -7.1% | -13.2% | +6.0% | -2.4% |
| 6M | +23.8% | -16.9% | +40.7% | +30.3% |
| YTD | -20.7% | +5.2% | -25.9% | -28.7% |
| 1Y | -8.1% | +20.6% | -28.7% | -24.1% |
| 3Y | -21.8% | +146.3% | -168.2% | -60.2% |
| 5Y | -76.8% | +171.3% | -248.2% | -89.5% |
| All | -81.2% | +174.1% | -255.2% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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