-8.1%
PATH vs GRMN
+41.5%
-49.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.3% | +4.7% | -10.0% | -6.3% |
| 30D | -0.5% | +3.4% | -3.9% | -1.4% |
| 3M | -7.1% | -5.0% | -2.1% | -6.0% |
| 6M | +23.8% | +18.6% | +5.2% | +19.1% |
| YTD | -20.7% | +42.5% | -63.2% | -35.4% |
| 1Y | -8.1% | +42.3% | -50.4% | -24.0% |
| All | -8.1% | +41.5% | -49.5% | -24.0% |
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