-8.1%
PATH vs GNRC
+11.9%
-19.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | +0.2% |
| 7D | -5.3% | -10.7% | +5.4% | -6.4% |
| 30D | -0.5% | -20.1% | +19.6% | -3.0% |
| 3M | -7.1% | -16.3% | +9.1% | -8.5% |
| 6M | +23.8% | -33.9% | +57.7% | +17.9% |
| YTD | -20.7% | +29.6% | -50.3% | -30.6% |
| 1Y | -8.1% | +14.9% | -23.0% | -13.9% |
| All | -8.1% | +11.9% | -19.9% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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