-80.8%
PATH vs AMCR
-3.2%
-77.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -2.4% | +4.5% | +3.2% |
| 30D | +1.6% | +3.6% | -2.0% | -0.4% |
| 3M | -20.4% | -4.2% | -16.2% | -19.1% |
| 6M | +40.1% | +15.5% | +24.6% | +29.1% |
| YTD | -19.0% | +9.7% | -28.8% | -25.7% |
| 1Y | -5.8% | +8.3% | -14.1% | -13.0% |
| 3Y | -22.9% | +15.4% | -38.3% | -36.1% |
| 5Y | -75.3% | -9.1% | -66.2% | -74.3% |
| All | -80.8% | -3.2% | -77.6% | -80.0% |
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