-75.2%
PATH vs PNC
+36.8%
-112.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.9% |
| 7D | +2.1% | +3.1% | -1.0% | -0.1% |
| 30D | +1.6% | +7.6% | -6.0% | -3.7% |
| 3M | -20.4% | -8.1% | -12.3% | -15.8% |
| 6M | +40.1% | +12.6% | +27.5% | +26.9% |
| YTD | -19.0% | +15.0% | -34.0% | -28.9% |
| 1Y | -5.8% | +30.4% | -36.2% | -25.3% |
| 3Y | -22.9% | +116.1% | -139.1% | -61.6% |
| All | -75.2% | +36.8% | -112.0% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling