-25.8%
PATH vs GRMN
+161.9%
-187.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | -2.3% | +6.3% | -8.6% | -4.3% |
| 30D | -4.8% | +7.6% | -12.4% | -7.3% |
| 3M | -17.7% | -7.5% | -10.2% | -15.8% |
| 6M | +18.9% | +21.2% | -2.3% | +10.7% |
| YTD | -21.7% | +44.0% | -65.8% | -32.8% |
| 1Y | -9.6% | +44.7% | -54.4% | -22.5% |
| 3Y | -25.8% | +160.5% | -186.4% | -59.2% |
| All | -25.8% | +161.9% | -187.8% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling