-8.1%
PATH vs AMRZ
-14.7%
+6.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +0.1% |
| 7D | -5.3% | +1.2% | -6.5% | -5.3% |
| 30D | -0.5% | +15.1% | -15.6% | -1.6% |
| 3M | -7.1% | -18.1% | +10.9% | -6.4% |
| 6M | +23.8% | -23.5% | +47.3% | +25.4% |
| YTD | -20.7% | -21.6% | +0.9% | -21.0% |
| 1Y | -8.1% | -14.7% | +6.7% | -13.1% |
| All | -8.1% | -14.7% | +6.7% | -13.1% |
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