-75.2%
PATH vs AZN
+69.6%
-144.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -1.1% | +3.1% | +2.3% |
| 30D | +1.6% | +13.8% | -12.2% | -1.4% |
| 3M | -20.4% | +17.3% | -37.7% | -23.3% |
| 6M | +40.1% | -1.7% | +41.9% | +39.8% |
| YTD | -19.0% | +1.4% | -20.4% | -21.0% |
| 1Y | -5.8% | +5.2% | -11.0% | -9.5% |
| 3Y | -22.9% | +52.6% | -75.6% | -39.0% |
| All | -75.2% | +69.6% | -144.8% | -81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling