-21.8%
PATH vs PNC
+104.8%
-126.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -2.2% |
| 7D | -5.6% | -2.2% | -3.4% | -4.5% |
| 30D | -0.7% | +3.9% | -4.6% | -2.8% |
| 3M | -5.9% | -10.4% | +4.5% | -0.3% |
| 6M | +21.6% | +4.1% | +17.5% | +17.7% |
| YTD | -20.6% | +12.2% | -32.8% | -27.6% |
| 1Y | -10.6% | +27.2% | -37.8% | -25.4% |
| All | -21.8% | +104.8% | -126.6% | -68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling