-81.1%
PATH vs GE
+401.3%
-482.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -1.7% |
| 7D | -5.6% | +0.5% | -6.1% | -6.0% |
| 30D | -0.7% | +1.7% | -2.4% | -1.9% |
| 3M | -5.9% | -17.3% | +11.5% | +1.8% |
| 6M | +21.6% | +10.1% | +11.5% | +12.8% |
| YTD | -20.6% | +2.6% | -23.2% | -25.8% |
| 1Y | -10.6% | +3.7% | -14.3% | -17.2% |
| 3Y | -24.9% | +268.3% | -293.2% | -71.7% |
| 5Y | -76.8% | +376.2% | -453.0% | -93.7% |
| All | -81.1% | +401.3% | -482.5% | -94.9% |
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