-80.8%
PATH vs GM
+62.3%
-143.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +2.1% | -0.2% | +2.3% | +2.1% |
| 30D | +1.6% | +3.6% | -1.9% | -0.8% |
| 3M | -20.4% | -0.2% | -20.2% | -21.0% |
| 6M | +40.1% | +13.9% | +26.2% | +29.3% |
| YTD | -19.0% | +6.5% | -25.5% | -24.2% |
| 1Y | -5.8% | +20.7% | -26.5% | -17.8% |
| 3Y | -22.9% | +229.5% | -252.4% | -66.6% |
| 5Y | -75.3% | +41.5% | -116.8% | -85.9% |
| All | -80.8% | +62.3% | -143.1% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 10y: compounded portfolio wealth divided by compounded GM 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…
10y analysis · Full analysis span regression · 6 months rolling