+37.2%
PATH vs GM
+12.9%
+24.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.5% | -16.6% |
| 7D | -16.3% | +1.9% | -18.2% | -16.3% |
| 30D | +9.9% | -1.4% | +11.3% | +9.8% |
| 3M | +30.2% | +5.9% | +24.3% | +31.4% |
| 6M | +37.2% | +12.4% | +24.8% | +43.7% |
| All | +37.2% | +12.9% | +24.3% | +43.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling