-8.6%
PATH vs AMRZ
-14.3%
+5.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.5% |
| 7D | -2.7% | -5.5% | +2.7% | -2.3% |
| 30D | -1.4% | +15.6% | -17.0% | -2.4% |
| 3M | -16.4% | -12.1% | -4.3% | -15.9% |
| 6M | +23.3% | -19.4% | +42.7% | +23.9% |
| YTD | -19.8% | -21.9% | +2.0% | -20.1% |
| 1Y | -8.6% | -15.0% | +6.5% | -11.6% |
| All | -8.6% | -14.3% | +5.7% | -11.6% |
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