-77.1%
PATH vs GRMN
+122.1%
-199.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.5% |
| 7D | -2.3% | +6.3% | -8.6% | -5.8% |
| 30D | -4.8% | +7.6% | -12.4% | -9.2% |
| 3M | -17.7% | -7.5% | -10.2% | -14.4% |
| 6M | +18.9% | +21.2% | -2.3% | +3.8% |
| YTD | -21.7% | +44.0% | -65.8% | -40.6% |
| 1Y | -9.6% | +44.7% | -54.4% | -31.6% |
| 3Y | -25.8% | +160.5% | -186.4% | -72.3% |
| 5Y | -77.1% | +124.6% | -201.7% | -91.2% |
| All | -77.1% | +122.1% | -199.2% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling