+40.0%
PATH vs GRMN
+18.2%
+21.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.6% | -16.6% |
| 7D | -16.3% | -2.9% | -13.4% | -15.6% |
| 30D | +9.9% | -8.4% | +18.3% | +12.8% |
| 3M | +30.2% | +15.0% | +15.2% | +25.8% |
| 6M | +37.2% | +11.2% | +26.0% | +34.0% |
| YTD | -7.3% | +37.7% | -45.0% | -20.2% |
| 1Y | +40.0% | +18.5% | +21.5% | +28.7% |
| All | +40.0% | +18.2% | +21.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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