+40.0%
PATH vs WY
-4.5%
+44.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.5% | -16.4% |
| 7D | -16.3% | -1.7% | -14.6% | -16.6% |
| 30D | +9.9% | -10.1% | +20.0% | +7.0% |
| 3M | +30.2% | -5.1% | +35.3% | +28.2% |
| 6M | +37.2% | -4.8% | +42.0% | +36.3% |
| YTD | -7.3% | -0.2% | -7.1% | -7.2% |
| 1Y | +40.0% | -6.6% | +46.6% | +50.3% |
| All | +40.0% | -4.5% | +44.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling