-81.4%
PATH vs AMCR
-0.1%
-81.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.3% | -3.8% | +1.5% | -0.5% |
| 30D | -4.8% | +8.3% | -13.1% | -8.7% |
| 3M | -17.7% | -2.7% | -15.0% | -16.9% |
| 6M | +18.9% | +16.7% | +2.2% | +9.2% |
| YTD | -21.7% | +13.2% | -34.9% | -29.2% |
| 1Y | -9.6% | +13.7% | -23.4% | -18.8% |
| 3Y | -25.8% | +17.4% | -43.3% | -38.7% |
| 5Y | -77.1% | -5.9% | -71.2% | -76.5% |
| All | -81.4% | -0.1% | -81.3% | -81.0% |
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