+67.9%
PATH vs CRBG
+4.4%
+63.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.3% |
| 7D | -0.6% | +6.5% | -7.1% | -2.3% |
| 30D | +29.2% | +10.0% | +19.3% | +25.7% |
| 3M | +56.1% | +35.1% | +21.1% | +43.1% |
| 6M | +65.0% | +41.1% | +23.9% | +47.2% |
| YTD | +11.2% | +17.4% | -6.2% | +7.0% |
| All | +67.9% | +4.4% | +63.5% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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