+40.0%
PATH vs AMRZ
-14.5%
+54.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.4% | -16.2% | -16.6% |
| 7D | -16.3% | -1.9% | -14.4% | -16.2% |
| 30D | +9.9% | -16.9% | +26.8% | +11.8% |
| 3M | +30.2% | -19.2% | +49.4% | +32.7% |
| 6M | +37.2% | -29.3% | +66.5% | +45.5% |
| YTD | -7.3% | -18.0% | +10.6% | -7.3% |
| 1Y | +40.0% | -15.1% | +55.1% | +39.4% |
| All | +40.0% | -14.5% | +54.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling