-5.3%
PATH vs ACN
+10.1%
-15.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +0.7% |
| 7D | -4.8% | +8.6% | -13.4% | -9.3% |
| 30D | +2.7% | +36.6% | -33.9% | -15.2% |
| 3M | -4.2% | +56.3% | -60.5% | -27.4% |
| 6M | +24.7% | +49.7% | -24.9% | -2.4% |
| YTD | -17.6% | +1.3% | -18.9% | -22.1% |
| 1Y | -5.3% | +11.9% | -17.3% | -16.3% |
| All | -5.3% | +10.1% | -15.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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