-8.6%
PATH vs AZN
+10.9%
-19.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | +0.1% |
| 7D | -2.7% | +1.5% | -4.2% | -2.4% |
| 30D | -3.7% | +19.0% | -22.7% | +0.1% |
| 3M | -13.8% | +17.3% | -31.1% | -10.6% |
| 6M | +20.3% | +3.6% | +16.7% | +19.6% |
| YTD | -20.8% | +4.1% | -24.9% | -24.2% |
| All | -8.6% | +10.9% | -19.5% | -10.6% |
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