+40.0%
PATH vs GPC
+1.0%
+39.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.1% | -17.7% | -16.7% |
| 7D | -16.3% | +1.2% | -17.5% | -16.4% |
| 30D | +9.9% | +6.0% | +3.9% | +9.4% |
| 3M | +30.2% | +42.6% | -12.5% | +31.1% |
| 6M | +37.2% | +22.8% | +14.5% | +39.3% |
| YTD | -7.3% | +15.5% | -22.8% | -1.4% |
| 1Y | +40.0% | +2.0% | +38.0% | +37.8% |
| All | +40.0% | +1.0% | +39.0% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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