+547.5%
NBIS vs PATH
-0.5%
+547.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.7% | +7.6% |
| 7D | -16.0% | -5.3% | -10.7% | -14.1% |
| 30D | -45.4% | -0.5% | -44.9% | -45.1% |
| 3M | -31.8% | -7.1% | -24.7% | -33.1% |
| 6M | -33.6% | +23.8% | -57.4% | -46.2% |
| YTD | +54.7% | -20.7% | +75.4% | +60.8% |
| 1Y | +18.3% | -8.1% | +26.4% | +8.2% |
| All | +547.5% | -0.5% | +547.9% | +405.2% |
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