-81.2%
PATH vs AMCR
-0.8%
-80.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +1.0% |
| 7D | -5.3% | -5.3% | 0.0% | -2.9% |
| 30D | -0.5% | +8.7% | -9.3% | -4.8% |
| 3M | -7.1% | -3.3% | -3.9% | -6.0% |
| 6M | +23.8% | +15.1% | +8.7% | +14.5% |
| YTD | -20.7% | +12.4% | -33.1% | -28.0% |
| 1Y | -8.1% | +15.8% | -23.9% | -18.5% |
| 3Y | -21.8% | +16.7% | -38.6% | -35.2% |
| 5Y | -76.8% | -5.1% | -71.8% | -76.2% |
| All | -81.2% | -0.8% | -80.3% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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