-79.7%
PATH vs AZN
+68.0%
-147.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.6% | -6.1% | -7.4% |
| 7D | -22.8% | -1.5% | -21.3% | -22.5% |
| 30D | -6.9% | -0.9% | -6.1% | -6.7% |
| 3M | +25.4% | -11.8% | +37.3% | +28.3% |
| 6M | +18.1% | -17.6% | +35.7% | +22.3% |
| YTD | -14.5% | -12.0% | -2.5% | -13.8% |
| 1Y | +18.7% | -0.9% | +19.6% | +14.6% |
| 3Y | -24.2% | +23.7% | -47.9% | -34.3% |
| 5Y | -75.2% | +54.5% | -129.7% | -79.3% |
| All | -79.7% | +68.0% | -147.7% | -78.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling