-81.4%
PATH vs GEN
+53.0%
-134.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.6% |
| 7D | -2.3% | +1.0% | -3.3% | -2.9% |
| 30D | -4.8% | +29.1% | -33.9% | -20.3% |
| 3M | -17.7% | +2.9% | -20.6% | -20.1% |
| 6M | +18.9% | +33.6% | -14.7% | -1.7% |
| YTD | -21.7% | +12.0% | -33.8% | -28.3% |
| 1Y | -9.6% | +16.2% | -25.8% | -19.1% |
| 3Y | -25.8% | +65.1% | -90.9% | -47.2% |
| 5Y | -77.1% | +33.3% | -110.4% | -82.7% |
| All | -81.4% | +53.0% | -134.4% | -87.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling