-21.8%
PATH vs GEHC
+15.6%
-37.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.6% |
| 7D | -5.3% | +7.6% | -12.9% | -8.1% |
| 30D | -0.5% | +27.5% | -28.0% | -9.7% |
| 3M | -7.1% | +17.2% | -24.4% | -12.8% |
| 6M | +23.8% | +33.6% | -9.8% | +9.7% |
| YTD | -20.7% | +0.6% | -21.3% | -21.6% |
| 1Y | -8.1% | +11.3% | -19.4% | -14.0% |
| 3Y | -21.8% | +16.5% | -38.3% | -31.1% |
| All | -21.8% | +15.6% | -37.4% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling