-81.4%
PATH vs GM
+67.4%
-148.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.7% |
| 7D | -2.3% | +0.4% | -2.7% | -2.5% |
| 30D | -4.8% | +7.2% | -12.0% | -8.5% |
| 3M | -17.7% | +1.0% | -18.7% | -18.8% |
| 6M | +18.9% | +13.0% | +5.9% | +10.2% |
| YTD | -21.7% | +9.8% | -31.5% | -27.8% |
| 1Y | -9.6% | +25.9% | -35.6% | -22.7% |
| 3Y | -25.8% | +240.4% | -266.2% | -68.3% |
| 5Y | -77.1% | +56.1% | -133.2% | -87.1% |
| All | -81.4% | +67.4% | -148.8% | -89.7% |
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