-80.8%
PATH vs GRMN
+129.1%
-209.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.9% |
| 7D | +2.1% | -0.9% | +3.0% | +2.5% |
| 30D | +1.6% | +1.2% | +0.4% | +0.6% |
| 3M | -20.4% | -8.9% | -11.5% | -16.6% |
| 6M | +40.1% | +23.0% | +17.1% | +21.4% |
| YTD | -19.0% | +41.2% | -60.3% | -37.3% |
| 1Y | -5.8% | +47.5% | -53.3% | -29.0% |
| 3Y | -22.9% | +155.8% | -178.7% | -68.5% |
| 5Y | -75.3% | +120.2% | -195.5% | -90.0% |
| All | -80.8% | +129.1% | -209.8% | -92.2% |
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