+40.0%
PATH vs AZN
+0.4%
+39.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.4% | -16.9% |
| 7D | -16.3% | 0.0% | -16.3% | -16.3% |
| 30D | +9.9% | +0.7% | +9.2% | +10.2% |
| 3M | +30.2% | -10.5% | +40.7% | +27.3% |
| 6M | +37.2% | -19.3% | +56.5% | +32.7% |
| YTD | -7.3% | -10.6% | +3.3% | -11.4% |
| 1Y | +40.0% | +0.5% | +39.5% | +32.3% |
| All | +40.0% | +0.4% | +39.6% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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