+40.0%
PATH vs GEN
+5.4%
+34.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.2% | -14.5% | -14.9% |
| 7D | -16.3% | -1.2% | -15.1% | -15.3% |
| 30D | +9.9% | +10.1% | -0.2% | +2.8% |
| 3M | +30.2% | +16.1% | +14.1% | +17.2% |
| 6M | +37.2% | +38.9% | -1.6% | +10.7% |
| YTD | -7.3% | +14.4% | -21.8% | -16.6% |
| 1Y | +40.0% | +5.9% | +34.1% | +27.0% |
| All | +40.0% | +5.4% | +34.6% | +27.0% |
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