-81.0%
PATH vs AZO
+115.7%
-196.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.3% |
| 7D | -2.7% | -2.6% | -0.1% | -2.2% |
| 30D | -1.4% | +11.7% | -13.0% | -3.8% |
| 3M | -16.4% | +6.4% | -22.8% | -17.7% |
| 6M | +23.3% | -5.5% | +28.8% | +24.0% |
| YTD | -19.8% | -4.5% | -15.3% | -19.9% |
| 1Y | -8.6% | -13.8% | +5.2% | -6.6% |
| 3Y | -24.0% | +19.8% | -43.9% | -31.8% |
| 5Y | -77.1% | +71.6% | -148.7% | -81.7% |
| All | -81.0% | +115.7% | -196.7% | -82.2% |
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