-8.1%
PATH vs PNC
+28.8%
-36.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +0.7% | +1.9% | -1.2% | +0.6% |
| 30D | -1.1% | +6.2% | -7.4% | -1.4% |
| 3M | -14.2% | -8.7% | -5.4% | -14.0% |
| 6M | +30.9% | +9.2% | +21.7% | +30.7% |
| YTD | -20.1% | +14.3% | -34.4% | -19.5% |
| 1Y | -8.1% | +27.7% | -35.7% | -7.2% |
| All | -8.1% | +28.8% | -36.9% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling