-10.6%
PATH vs GEN
+20.3%
-30.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.1% |
| 7D | -5.6% | +8.5% | -14.1% | -10.3% |
| 30D | -0.7% | +34.2% | -34.9% | -19.4% |
| 3M | -5.9% | +10.0% | -15.8% | -10.5% |
| 6M | +21.6% | +56.8% | -35.2% | -9.0% |
| YTD | -20.6% | +14.2% | -34.9% | -27.4% |
| 1Y | -10.6% | +20.8% | -31.4% | -19.5% |
| All | -10.6% | +20.3% | -30.9% | -19.5% |
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