-80.8%
PATH vs WWD
+184.9%
-265.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | +2.1% | +4.0% | -1.9% | +0.4% |
| 30D | +1.6% | +0.4% | +1.2% | +0.9% |
| 3M | -20.4% | -7.9% | -12.5% | -18.4% |
| 6M | +40.1% | -10.6% | +50.8% | +42.7% |
| YTD | -19.0% | +9.4% | -28.4% | -28.5% |
| 1Y | -5.8% | +25.7% | -31.6% | -23.6% |
| 3Y | -22.9% | +148.5% | -171.5% | -60.7% |
| 5Y | -75.3% | +189.5% | -264.8% | -89.0% |
| All | -80.8% | +184.9% | -265.7% | -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