+2.7%
PATH vs GEHC
+33.8%
-31.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -2.8% |
| 7D | -5.6% | +9.6% | -15.2% | -8.9% |
| 30D | -0.7% | +29.4% | -30.1% | -10.2% |
| 3M | -5.9% | +19.3% | -25.2% | -12.1% |
| 6M | +21.6% | +37.4% | -15.8% | +6.8% |
| YTD | -20.6% | +2.3% | -22.9% | -22.2% |
| 1Y | -10.6% | +11.0% | -21.6% | -16.0% |
| 3Y | -24.9% | +17.6% | -42.5% | -32.8% |
| All | +2.7% | +33.8% | -31.1% | -13.0% |
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