+19.9%
PATH vs GEHC
+10.0%
+9.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.2% |
| 7D | -16.3% | -4.0% | -12.3% | -14.9% |
| 30D | +9.9% | -2.0% | +11.9% | +10.9% |
| 3M | +30.2% | +8.0% | +22.2% | +25.9% |
| 6M | +37.2% | -12.8% | +50.0% | +43.4% |
| YTD | -7.3% | -15.9% | +8.6% | -1.9% |
| 1Y | +40.0% | -6.9% | +46.9% | +40.6% |
| 3Y | -4.4% | 0.0% | -4.4% | -8.9% |
| All | +19.9% | +10.0% | +9.9% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling