-81.0%
PATH vs PNC
+64.9%
-145.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.7% | +1.9% | -1.2% | -0.6% |
| 30D | -1.1% | +6.2% | -7.4% | -5.1% |
| 3M | -14.2% | -8.7% | -5.4% | -9.1% |
| 6M | +30.9% | +9.2% | +21.7% | +22.0% |
| YTD | -20.1% | +14.3% | -34.4% | -28.8% |
| 1Y | -8.1% | +27.7% | -35.7% | -24.6% |
| 3Y | -24.3% | +113.5% | -137.8% | -59.1% |
| 5Y | -75.6% | +36.7% | -112.3% | -82.3% |
| All | -81.0% | +64.9% | -145.9% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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