+18.7%
PATH vs AZO
-30.0%
+48.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.1% | -6.7% | -7.8% |
| 7D | -22.8% | -0.5% | -22.3% | -22.8% |
| 30D | -6.9% | -5.6% | -1.3% | -6.8% |
| 3M | +25.4% | -4.0% | +29.4% | +25.2% |
| 6M | +18.1% | -18.9% | +37.1% | +14.2% |
| YTD | -14.5% | -13.0% | -1.6% | -14.4% |
| 1Y | +18.7% | -30.4% | +49.2% | +6.4% |
| All | +18.7% | -30.0% | +48.8% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling