-81.2%
PATH vs GE
+434.5%
-515.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -1.9% |
| 7D | -2.7% | +6.3% | -9.0% | -5.4% |
| 30D | -3.7% | +8.9% | -12.6% | -7.8% |
| 3M | -13.8% | -9.2% | -4.6% | -10.7% |
| 6M | +20.3% | +13.2% | +7.1% | +10.7% |
| YTD | -20.8% | +9.4% | -30.2% | -28.1% |
| 1Y | -9.2% | +9.8% | -19.0% | -18.0% |
| 3Y | -21.8% | +278.2% | -299.9% | -70.5% |
| 5Y | -77.4% | +396.0% | -473.4% | -94.1% |
| All | -81.2% | +434.5% | -515.7% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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