-80.4%
PATH vs GEN
+57.5%
-138.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +0.4% |
| 7D | -4.8% | +26.9% | -31.7% | -19.2% |
| 30D | +2.7% | +38.6% | -36.0% | -17.9% |
| 3M | -4.2% | +9.7% | -13.9% | -10.6% |
| 6M | +24.7% | +58.9% | -34.2% | -8.3% |
| YTD | -17.6% | +15.3% | -32.9% | -25.8% |
| 1Y | -5.3% | +21.8% | -27.1% | -17.7% |
| 3Y | -22.0% | +85.8% | -107.8% | -48.4% |
| 5Y | -76.5% | +37.4% | -113.9% | -82.6% |
| All | -80.4% | +57.5% | -138.0% | -87.4% |
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 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