+12.2%
AMZN vs PATH
-7.3%
+19.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +2.8% | +2.1% | +0.8% | +2.7% |
| 30D | +5.0% | +1.6% | +3.3% | +4.9% |
| 3M | +0.6% | -20.4% | +21.0% | +1.2% |
| 6M | -1.3% | +40.1% | -41.4% | -2.4% |
| YTD | +15.5% | -19.0% | +34.6% | +15.7% |
| 1Y | +12.2% | -5.8% | +18.1% | +12.6% |
| All | +12.2% | -7.3% | +19.5% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling