+479.4%
NBIS vs PATH
+1.6%
+477.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.3% | -11.2% | -10.4% |
| 7D | -10.5% | +2.1% | -12.6% | -11.1% |
| 30D | -37.7% | +1.6% | -39.3% | -37.8% |
| 3M | -54.6% | -20.4% | -34.1% | -51.7% |
| 6M | -44.1% | +40.1% | -84.2% | -57.2% |
| YTD | +38.4% | -19.0% | +57.5% | +42.9% |
| 1Y | +30.7% | -5.8% | +36.6% | +18.4% |
| All | +479.4% | +1.6% | +477.8% | +349.0% |
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