-5.3%
PATH vs GEN
+20.2%
-25.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +0.4% |
| 7D | -4.8% | +26.9% | -31.7% | -19.3% |
| 30D | +2.7% | +38.6% | -36.0% | -18.7% |
| 3M | -4.2% | +9.7% | -13.9% | -8.6% |
| 6M | +24.7% | +58.9% | -34.2% | -7.5% |
| YTD | -17.6% | +15.3% | -32.9% | -25.0% |
| 1Y | -5.3% | +21.8% | -27.1% | -16.9% |
| All | -5.3% | +20.2% | -25.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling