-81.1%
PATH vs PNC
+61.8%
-143.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -1.8% |
| 7D | -5.6% | -2.2% | -3.4% | -4.2% |
| 30D | -0.7% | +3.9% | -4.6% | -3.3% |
| 3M | -5.9% | -10.4% | +4.5% | +0.9% |
| 6M | +21.6% | +4.1% | +17.5% | +17.0% |
| YTD | -20.6% | +12.2% | -32.8% | -28.4% |
| 1Y | -10.6% | +27.2% | -37.8% | -26.5% |
| 3Y | -24.9% | +104.8% | -129.7% | -58.1% |
| 5Y | -76.8% | +31.9% | -108.8% | -83.0% |
| All | -81.1% | +61.8% | -143.0% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling