-78.0%
PATH vs GE
+436.2%
-514.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.1% | -17.7% | -17.1% |
| 7D | -16.3% | -1.6% | -14.7% | -15.8% |
| 30D | +9.9% | -11.6% | +21.5% | +15.8% |
| 3M | +30.2% | +3.0% | +27.1% | +26.4% |
| 6M | +37.2% | -0.5% | +37.7% | +34.1% |
| YTD | -7.3% | +9.7% | -17.1% | -15.6% |
| 1Y | +40.0% | +20.0% | +20.0% | +20.6% |
| 3Y | -4.4% | +275.8% | -280.2% | -63.7% |
| 5Y | -76.0% | +429.1% | -505.1% | -93.7% |
| All | -78.0% | +436.2% | -514.2% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling