-81.0%
PATH vs GRMN
+131.6%
-212.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +1.2% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | -1.1% | +3.5% | -4.7% | -3.4% |
| 3M | -14.2% | -7.3% | -6.8% | -10.9% |
| 6M | +30.9% | +21.8% | +9.1% | +14.3% |
| YTD | -20.1% | +42.8% | -62.9% | -38.5% |
| 1Y | -8.1% | +46.5% | -54.5% | -30.3% |
| 3Y | -24.3% | +158.3% | -182.6% | -69.2% |
| 5Y | -75.6% | +122.6% | -198.2% | -90.2% |
| All | -81.0% | +131.6% | -212.6% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling