-8.6%
PATH vs AZO
-11.7%
+3.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.3% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -3.7% | +10.6% | -14.3% | -5.4% |
| 3M | -13.8% | +4.0% | -17.7% | -14.4% |
| 6M | +20.3% | -7.0% | +27.3% | +18.9% |
| YTD | -20.8% | -4.1% | -16.7% | -22.3% |
| All | -8.6% | -11.7% | +3.1% | -8.3% |
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