-76.8%
PATH vs WY
-31.8%
-45.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.4% |
| 7D | -5.6% | +9.5% | -15.1% | -11.1% |
| 30D | -0.7% | +16.3% | -17.0% | -10.3% |
| 3M | -5.9% | -15.5% | +9.7% | +4.3% |
| 6M | +21.6% | -7.1% | +28.7% | +24.2% |
| YTD | -20.6% | -6.3% | -14.4% | -22.1% |
| 1Y | -10.6% | -0.3% | -10.3% | -17.3% |
| 3Y | -24.9% | -23.5% | -1.4% | -16.3% |
| 5Y | -76.8% | -31.1% | -45.7% | -68.8% |
| All | -76.8% | -31.8% | -45.0% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling