+6.1%
PATH vs AMRZ
-15.6%
+21.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.4% | -0.5% |
| 7D | -2.7% | -1.1% | -1.6% | -2.5% |
| 30D | -3.7% | +18.3% | -22.0% | -6.0% |
| 3M | -13.8% | -8.0% | -5.8% | -12.9% |
| 6M | +20.3% | -18.7% | +39.0% | +22.7% |
| YTD | -20.8% | -19.8% | -1.0% | -20.1% |
| 1Y | -9.2% | -12.3% | +3.1% | -12.0% |
| All | +6.1% | -15.6% | +21.7% | +3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling