-81.0%
PATH vs AMCR
-1.9%
-79.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.2% | +3.3% |
| 7D | -2.7% | -8.5% | +5.7% | +1.5% |
| 30D | -1.4% | +6.8% | -8.1% | -4.7% |
| 3M | -16.4% | -5.0% | -11.4% | -14.6% |
| 6M | +23.3% | +13.9% | +9.4% | +14.5% |
| YTD | -19.8% | +11.2% | -31.0% | -26.9% |
| 1Y | -8.6% | +11.3% | -19.9% | -16.9% |
| 3Y | -24.0% | +15.4% | -39.4% | -36.7% |
| 5Y | -77.1% | -7.7% | -69.4% | -76.3% |
| All | -81.0% | -1.9% | -79.1% | -80.3% |
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