-81.2%
PATH vs AZN
+95.7%
-176.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -5.3% | -0.1% | -5.2% | -5.3% |
| 30D | -0.5% | +16.4% | -17.0% | -3.7% |
| 3M | -7.1% | +15.7% | -22.9% | -10.0% |
| 6M | +23.8% | +0.8% | +23.0% | +22.7% |
| YTD | -20.7% | +2.5% | -23.1% | -22.6% |
| 1Y | -8.1% | +12.4% | -20.5% | -13.2% |
| 3Y | -21.8% | +53.4% | -75.3% | -36.3% |
| 5Y | -76.8% | +62.8% | -139.7% | -81.7% |
| All | -81.2% | +95.7% | -176.9% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling