+40.0%
PATH vs RGEN
+45.2%
-5.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.2% |
| 7D | -16.3% | -4.9% | -11.4% | -14.9% |
| 30D | +9.9% | +5.7% | +4.2% | +8.2% |
| 3M | +30.2% | +32.4% | -2.3% | +17.8% |
| 6M | +37.2% | +33.2% | +4.0% | +22.8% |
| YTD | -7.3% | +2.3% | -9.6% | -7.1% |
| 1Y | +40.0% | +39.0% | +1.0% | +26.0% |
| All | +40.0% | +45.2% | -5.2% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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