-81.2%
PATH vs GRMN
+136.2%
-217.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -1.4% |
| 7D | -2.7% | +6.4% | -9.1% | -6.1% |
| 30D | -3.7% | +8.7% | -12.4% | -8.6% |
| 3M | -13.8% | -5.8% | -8.0% | -11.3% |
| 6M | +20.3% | +22.5% | -2.3% | +4.8% |
| YTD | -20.8% | +45.6% | -66.4% | -39.7% |
| 1Y | -9.2% | +47.5% | -56.7% | -31.4% |
| 3Y | -21.8% | +166.2% | -188.0% | -68.8% |
| 5Y | -77.4% | +124.1% | -201.5% | -91.0% |
| All | -81.2% | +136.2% | -217.4% | -92.5% |
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