-81.2%
PATH vs GRMN
+131.1%
-212.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.3% | +4.7% | -10.0% | -7.8% |
| 30D | -0.5% | +3.4% | -3.9% | -2.8% |
| 3M | -7.1% | -5.0% | -2.1% | -4.9% |
| 6M | +23.8% | +18.6% | +5.2% | +9.9% |
| YTD | -20.7% | +42.5% | -63.2% | -38.9% |
| 1Y | -8.1% | +42.3% | -50.4% | -29.0% |
| 3Y | -21.8% | +158.5% | -180.3% | -68.2% |
| 5Y | -76.8% | +123.6% | -200.4% | -90.7% |
| All | -81.2% | +131.1% | -212.3% | -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