+501.9%
NBIS vs PATH
-0.4%
+502.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -3.7% | -11.2% | -13.6% |
| 7D | -30.0% | -5.6% | -24.4% | -28.4% |
| 30D | -51.8% | -0.7% | -51.1% | -51.5% |
| 3M | -45.0% | -5.9% | -39.2% | -46.5% |
| 6M | -31.6% | +21.6% | -53.2% | -44.0% |
| YTD | +43.8% | -20.6% | +64.4% | +49.5% |
| 1Y | +2.9% | -10.6% | +13.5% | -3.8% |
| All | +501.9% | -0.4% | +502.2% | +369.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling