-31.6%
NBIS vs PATH
+19.6%
-51.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -3.7% | -11.2% | -15.9% |
| 7D | -30.0% | -5.6% | -24.4% | -31.2% |
| 30D | -51.8% | -0.7% | -51.1% | -51.9% |
| 3M | -45.0% | -5.9% | -39.2% | -45.3% |
| 6M | -31.6% | +21.6% | -53.2% | -24.7% |
| All | -31.6% | +19.6% | -51.2% | -24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling