-77.4%
PATH vs PNC
+35.2%
-112.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -2.0% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | -3.7% | +6.5% | -10.2% | -8.1% |
| 3M | -13.8% | -7.6% | -6.2% | -9.1% |
| 6M | +20.3% | +8.5% | +11.8% | +12.0% |
| YTD | -20.8% | +14.5% | -35.3% | -30.3% |
| 1Y | -9.2% | +29.7% | -38.9% | -27.8% |
| 3Y | -21.8% | +115.7% | -137.4% | -61.1% |
| 5Y | -77.4% | +34.6% | -112.0% | -83.3% |
| All | -77.4% | +35.2% | -112.6% | -83.3% |
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