+248.8%
NBIS vs PATH
+39.0%
+209.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -16.6% | +24.1% | +10.1% |
| 7D | +8.2% | -16.3% | +24.5% | +10.8% |
| 30D | +3.4% | +9.9% | -6.5% | -0.8% |
| 3M | -12.8% | +30.2% | -43.0% | -20.7% |
| 6M | +131.5% | +37.2% | +94.3% | +104.1% |
| YTD | +170.5% | -7.3% | +177.8% | +179.5% |
| 1Y | +248.8% | +40.0% | +208.8% | +256.3% |
| All | +248.8% | +39.0% | +209.8% | +256.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling