+673.5%
NBIS vs PATH
+0.6%
+672.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.4% | +13.0% | +14.5% |
| 7D | +9.3% | -2.7% | +12.0% | +10.8% |
| 30D | -26.4% | -1.4% | -25.0% | -25.7% |
| 3M | -19.9% | -16.4% | -3.5% | -17.2% |
| 6M | -16.9% | +23.3% | -40.1% | -32.0% |
| YTD | +84.8% | -19.8% | +104.6% | +91.6% |
| 1Y | +51.3% | -8.6% | +59.9% | +39.8% |
| All | +673.5% | +0.6% | +672.8% | +501.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling