-81.0%
PATH vs AZN
+94.7%
-175.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.6% |
| 7D | -2.7% | -1.9% | -0.9% | -2.4% |
| 30D | -1.4% | +17.1% | -18.5% | -4.6% |
| 3M | -16.4% | +16.8% | -33.3% | -19.1% |
| 6M | +23.3% | +2.0% | +21.3% | +21.8% |
| YTD | -19.8% | +1.9% | -21.8% | -21.7% |
| 1Y | -8.6% | +5.2% | -13.7% | -11.7% |
| 3Y | -24.0% | +54.8% | -78.8% | -38.4% |
| 5Y | -77.1% | +62.4% | -139.6% | -81.9% |
| All | -81.0% | +94.7% | -175.7% | -80.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling