-18.8%
PATH vs AMT
+14.0%
-32.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +2.6% |
| 7D | -4.8% | +6.0% | -10.8% | -5.2% |
| 30D | +2.7% | +20.1% | -17.4% | +1.4% |
| 3M | -4.2% | +12.4% | -16.6% | -5.0% |
| 6M | +24.7% | +9.9% | +14.8% | +23.7% |
| YTD | -17.6% | +14.4% | -32.0% | -18.4% |
| 1Y | -5.3% | +12.4% | -17.8% | -6.2% |
| All | -18.8% | +14.0% | -32.8% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 3y: compounded portfolio wealth divided by compounded AMT 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…
3y analysis · Full analysis span regression · 6 months rolling