-5.3%
PATH vs AZN
+18.4%
-23.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +3.5% |
| 7D | -4.8% | +11.5% | -16.3% | -2.4% |
| 30D | +2.7% | +20.8% | -18.1% | +7.3% |
| 3M | -4.2% | +21.5% | -25.6% | +0.8% |
| 6M | +24.7% | +3.0% | +21.7% | +24.0% |
| YTD | -17.6% | +3.9% | -21.4% | -20.2% |
| 1Y | -5.3% | +16.4% | -21.7% | -6.6% |
| All | -5.3% | +18.4% | -23.7% | -6.6% |
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