-81.2%
PATH vs GM
+62.6%
-143.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.5% | +1.6% |
| 7D | -5.3% | -1.4% | -3.9% | -4.8% |
| 30D | -0.5% | +6.4% | -6.9% | -4.0% |
| 3M | -7.1% | -0.7% | -6.5% | -7.5% |
| 6M | +23.8% | +9.9% | +13.9% | +16.3% |
| YTD | -20.7% | +6.7% | -27.3% | -25.8% |
| 1Y | -8.1% | +26.2% | -34.3% | -21.6% |
| 3Y | -21.8% | +205.0% | -226.8% | -64.3% |
| 5Y | -76.8% | +53.6% | -130.5% | -86.8% |
| All | -81.2% | +62.6% | -143.8% | -89.4% |
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