-77.1%
PATH vs GE
+419.5%
-496.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +1.7% |
| 7D | -2.7% | +4.0% | -6.8% | -4.6% |
| 30D | -1.4% | +11.1% | -12.4% | -6.8% |
| 3M | -16.4% | -6.7% | -9.7% | -14.4% |
| 6M | +23.3% | +14.3% | +9.0% | +12.2% |
| YTD | -19.8% | +11.7% | -31.6% | -28.7% |
| 1Y | -8.6% | +10.9% | -19.5% | -18.5% |
| 3Y | -24.0% | +279.0% | -303.0% | -75.5% |
| 5Y | -77.1% | +427.0% | -504.1% | -95.4% |
| All | -77.1% | +419.5% | -496.6% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling