-18.8%
PATH vs GEN
+86.0%
-104.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +0.5% |
| 7D | -4.8% | +26.9% | -31.7% | -19.1% |
| 30D | +2.7% | +38.6% | -36.0% | -17.8% |
| 3M | -4.2% | +9.7% | -13.9% | -10.0% |
| 6M | +24.7% | +58.9% | -34.2% | -7.5% |
| YTD | -17.6% | +15.3% | -32.9% | -25.5% |
| 1Y | -5.3% | +21.8% | -27.1% | -17.2% |
| All | -18.8% | +86.0% | -104.8% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling