-78.0%
PATH vs GEN
+56.3%
-134.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.2% | -14.5% | -15.2% |
| 7D | -16.3% | -1.2% | -15.1% | -15.4% |
| 30D | +9.9% | +10.1% | -0.2% | +3.7% |
| 3M | +30.2% | +16.1% | +14.1% | +19.1% |
| 6M | +37.2% | +38.9% | -1.6% | +11.6% |
| YTD | -7.3% | +14.4% | -21.8% | -15.0% |
| 1Y | +40.0% | +5.9% | +34.1% | +34.5% |
| 3Y | -4.4% | +58.8% | -63.2% | -29.5% |
| 5Y | -76.0% | +24.7% | -100.7% | -81.0% |
| All | -78.0% | +56.3% | -134.3% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling