-8.6%
PATH vs ACN
+5.8%
-14.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +1.2% |
| 7D | -2.7% | -2.5% | -0.2% | -1.3% |
| 30D | -3.7% | +22.6% | -26.4% | -15.2% |
| 3M | -13.8% | +45.9% | -59.7% | -32.0% |
| 6M | +20.3% | +43.8% | -23.5% | -3.6% |
| YTD | -20.8% | -2.5% | -18.3% | -23.9% |
| All | -8.6% | +5.8% | -14.4% | -10.6% |
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