-75.2%
PATH vs GNRC
-57.0%
-18.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.7% |
| 7D | +2.1% | +7.9% | -5.8% | -1.1% |
| 30D | +1.6% | -3.7% | +5.3% | +2.0% |
| 3M | -20.4% | -11.9% | -8.5% | -18.7% |
| 6M | +40.1% | -28.6% | +68.7% | +51.0% |
| YTD | -19.0% | +39.9% | -58.9% | -41.6% |
| 1Y | -5.8% | +23.4% | -29.2% | -27.5% |
| 3Y | -22.9% | +84.2% | -107.2% | -55.6% |
| All | -75.2% | -57.0% | -18.2% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling