-44.2%
PATH vs AMIX
-99.9%
+55.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +2.9% |
| 7D | -4.8% | -25.1% | +20.3% | -4.4% |
| 30D | +2.7% | -54.5% | +57.2% | +3.8% |
| 3M | -4.2% | -91.7% | +87.6% | -1.1% |
| 6M | +24.7% | -79.4% | +104.2% | +20.9% |
| YTD | -17.6% | -86.1% | +68.5% | -20.3% |
| 1Y | -5.3% | -91.6% | +86.2% | -8.6% |
| All | -44.2% | -99.9% | +55.8% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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