-8.6%
PATH vs GNRC
+24.2%
-32.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.7% | -4.3% | +3.1% |
| 7D | -2.7% | +2.5% | -5.2% | -2.5% |
| 30D | -1.4% | -11.2% | +9.8% | -2.7% |
| 3M | -16.4% | -10.1% | -6.3% | -17.1% |
| 6M | +23.3% | -28.5% | +51.8% | +18.3% |
| YTD | -19.8% | +42.3% | -62.1% | -29.2% |
| 1Y | -8.6% | +22.8% | -31.4% | -11.6% |
| All | -8.6% | +24.2% | -32.7% | -11.6% |
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