-8.1%
PATH vs PNC
+27.1%
-35.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -5.3% | -1.1% | -4.2% | -5.2% |
| 30D | -0.5% | +4.5% | -5.0% | -0.7% |
| 3M | -7.1% | -10.0% | +2.9% | -6.8% |
| 6M | +23.8% | +3.1% | +20.7% | +24.3% |
| YTD | -20.7% | +11.5% | -32.2% | -19.8% |
| 1Y | -8.1% | +27.3% | -35.3% | -12.5% |
| All | -8.1% | +27.1% | -35.1% | -12.5% |
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