+485.2%
AMD vs PATH
-76.8%
+562.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -16.6% | +21.3% | +9.7% |
| 7D | +2.6% | -16.3% | +18.9% | +7.3% |
| 30D | -0.9% | +9.9% | -10.8% | -5.4% |
| 3M | -8.7% | +30.2% | -38.9% | -18.3% |
| 6M | +136.3% | +37.2% | +99.1% | +103.1% |
| YTD | +123.0% | -7.3% | +130.3% | +115.8% |
| 1Y | +195.2% | +40.0% | +155.2% | +139.1% |
| 3Y | +336.3% | -4.4% | +340.7% | +263.1% |
| 5Y | +334.5% | -76.0% | +410.5% | +385.2% |
| All | +485.2% | -76.8% | +562.0% | +551.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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