-8.6%
PATH vs GM
+26.1%
-34.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -2.7% | -3.8% | +1.1% | -2.5% |
| 30D | -1.4% | +7.9% | -9.3% | -1.7% |
| 3M | -16.4% | -0.3% | -16.1% | -16.4% |
| 6M | +23.3% | +18.6% | +4.7% | +24.7% |
| YTD | -19.8% | +10.0% | -29.9% | -17.8% |
| 1Y | -8.6% | +25.9% | -34.5% | -11.7% |
| All | -8.6% | +26.1% | -34.6% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling