+607.2%
NBIS vs PATH
-0.6%
+607.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.2% | +9.4% | +9.3% |
| 7D | 0.0% | -2.7% | +2.7% | +1.1% |
| 30D | -36.0% | -3.7% | -32.3% | -34.9% |
| 3M | -24.7% | -13.8% | -11.0% | -23.5% |
| 6M | -20.1% | +20.3% | -40.4% | -34.0% |
| YTD | +69.0% | -20.8% | +89.8% | +75.8% |
| 1Y | +27.1% | -9.2% | +36.3% | +17.3% |
| All | +607.2% | -0.6% | +607.9% | +452.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling