-78.0%
PATH vs AMC
-97.1%
+19.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +4.3% | -21.0% | -17.2% |
| 7D | -16.3% | +2.3% | -18.6% | -16.7% |
| 30D | +9.9% | -0.7% | +10.7% | +9.8% |
| 3M | +30.2% | +35.2% | -5.0% | +22.1% |
| 6M | +37.2% | +124.6% | -87.4% | +18.7% |
| YTD | -7.3% | +69.9% | -77.2% | -16.9% |
| 1Y | +40.0% | -2.6% | +42.6% | +35.0% |
| 3Y | -4.4% | -79.8% | +75.4% | +3.9% |
| 5Y | -76.0% | -99.4% | +23.4% | -65.6% |
| All | -78.0% | -97.1% | +19.1% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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