-23.9%
PATH vs GNRC
+88.4%
-112.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +0.7% | +11.9% | -11.2% | -1.4% |
| 30D | -1.1% | -10.0% | +8.9% | +0.3% |
| 3M | -14.2% | -13.1% | -1.1% | -12.7% |
| 6M | +30.9% | -28.5% | +59.3% | +36.4% |
| YTD | -20.1% | +41.4% | -61.5% | -38.6% |
| 1Y | -8.1% | +18.8% | -26.8% | -23.3% |
| All | -23.9% | +88.4% | -112.4% | -66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling