-80.8%
PATH vs AZO
+117.2%
-197.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +2.1% | +1.3% | +0.7% | +1.8% |
| 30D | +1.6% | +12.0% | -10.3% | -0.9% |
| 3M | -20.4% | +7.2% | -27.7% | -21.8% |
| 6M | +40.1% | -3.2% | +43.3% | +40.2% |
| YTD | -19.0% | -3.9% | -15.1% | -19.3% |
| 1Y | -5.8% | -14.7% | +8.8% | -3.6% |
| 3Y | -22.9% | +20.4% | -43.4% | -30.9% |
| 5Y | -75.3% | +72.8% | -148.1% | -80.3% |
| All | -80.8% | +117.2% | -197.9% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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