-81.1%
PATH vs GEN
+56.1%
-137.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.8% |
| 3M | -5.9% | +10.0% | -15.8% | -12.3% |
| 6M | +21.6% | +56.8% | -35.2% | -9.8% |
| YTD | -20.6% | +14.2% | -34.9% | -28.1% |
| 1Y | -10.6% | +20.8% | -31.4% | -21.9% |
| 3Y | -24.9% | +84.1% | -108.9% | -50.0% |
| 5Y | -76.8% | +37.1% | -113.9% | -82.8% |
| All | -81.1% | +56.1% | -137.2% | -87.8% |
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