+570.0%
NBIS vs PATH
-1.8%
+571.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -4.8% |
| 7D | -11.6% | -2.3% | -9.3% | -10.7% |
| 30D | -39.4% | -4.8% | -34.6% | -38.0% |
| 3M | -27.2% | -17.7% | -9.5% | -24.4% |
| 6M | -24.3% | +18.9% | -43.2% | -37.2% |
| YTD | +60.1% | -21.7% | +81.8% | +67.3% |
| 1Y | +21.9% | -9.6% | +31.5% | +12.4% |
| All | +570.0% | -1.8% | +571.8% | +425.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling