-76.8%
PATH vs GEN
+32.4%
-109.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.1% |
| 7D | -5.6% | +8.5% | -14.1% | -10.4% |
| 30D | -0.7% | +34.2% | -34.9% | -19.0% |
| 3M | -5.9% | +10.0% | -15.8% | -12.3% |
| 6M | +21.6% | +56.8% | -35.2% | -10.1% |
| YTD | -20.6% | +14.2% | -34.9% | -28.2% |
| 1Y | -10.6% | +20.8% | -31.4% | -22.0% |
| 3Y | -24.9% | +84.1% | -108.9% | -50.3% |
| 5Y | -76.8% | +37.1% | -113.9% | -83.4% |
| All | -76.8% | +32.4% | -109.2% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling