+24.7%
PATH vs AMRZ
-16.2%
+41.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.2% | -2.3% | +3.0% |
| 7D | -4.8% | +10.3% | -15.1% | -4.6% |
| 30D | +2.7% | +18.7% | -16.0% | +2.8% |
| 3M | -4.2% | -14.6% | +10.5% | -6.3% |
| 6M | +24.7% | -12.9% | +37.6% | +24.4% |
| All | +24.7% | -16.2% | +41.0% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling