-75.7%
PATH vs AMCR
-8.5%
-67.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.2% | -16.4% | -16.5% |
| 7D | -16.3% | -1.9% | -14.4% | -15.6% |
| 30D | +9.9% | -4.1% | +14.0% | +12.1% |
| 3M | +30.2% | +21.7% | +8.5% | +17.5% |
| 6M | +37.2% | +1.5% | +35.7% | +35.2% |
| YTD | -7.3% | +13.1% | -20.4% | -16.2% |
| 1Y | +40.0% | +13.0% | +27.0% | +25.2% |
| 3Y | -4.4% | +6.9% | -11.3% | -15.5% |
| All | -75.7% | -8.5% | -67.1% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling