+24.7%
PATH vs ACN
+49.8%
-25.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +1.0% |
| 7D | -4.8% | +8.6% | -13.4% | -8.8% |
| 30D | +2.7% | +36.6% | -33.9% | -13.6% |
| 3M | -4.2% | +56.3% | -60.5% | -25.1% |
| 6M | +24.7% | +49.7% | -24.9% | +4.2% |
| All | +24.7% | +49.8% | -25.0% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling