-75.7%
PATH vs AZN
+51.9%
-127.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.3% | -15.4% | -16.4% |
| 7D | -16.3% | 0.0% | -16.3% | -16.3% |
| 30D | +9.9% | +0.7% | +9.2% | +9.7% |
| 3M | +30.2% | -10.5% | +40.7% | +32.9% |
| 6M | +37.2% | -19.3% | +56.5% | +43.5% |
| YTD | -7.3% | -10.6% | +3.3% | -6.9% |
| 1Y | +40.0% | +0.5% | +39.5% | +34.2% |
| 3Y | -4.4% | +25.9% | -30.3% | -18.8% |
| All | -75.7% | +51.9% | -127.6% | -80.5% |
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