-81.1%
PATH vs ACN
+0.5%
-81.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.0% | -4.0% |
| 7D | -5.6% | +7.3% | -12.8% | -10.8% |
| 30D | -0.7% | +38.2% | -38.9% | -24.3% |
| 3M | -5.9% | +56.6% | -62.4% | -35.9% |
| 6M | +21.6% | +51.1% | -29.5% | -16.6% |
| YTD | -20.6% | +1.7% | -22.3% | -22.9% |
| 1Y | -10.6% | +10.1% | -20.7% | -20.1% |
| 3Y | -24.9% | -10.3% | -14.6% | -21.8% |
| 5Y | -76.8% | -21.4% | -55.4% | -75.6% |
| All | -81.1% | +0.5% | -81.7% | -80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling