-77.0%
PATH vs PNC
+30.4%
-107.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -5.3% | -1.1% | -4.2% | -4.6% |
| 30D | -0.5% | +4.5% | -5.0% | -3.7% |
| 3M | -7.1% | -10.0% | +2.9% | -0.3% |
| 6M | +23.8% | +3.1% | +20.7% | +19.6% |
| YTD | -20.7% | +11.5% | -32.2% | -28.9% |
| 1Y | -8.1% | +27.3% | -35.3% | -25.8% |
| 3Y | -21.8% | +106.4% | -128.2% | -59.7% |
| All | -77.0% | +30.4% | -107.4% | -82.6% |
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