+14.5%
NU vs PATH
-72.0%
+86.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +0.8% | +0.7% | +0.1% | +0.5% |
| 30D | -24.1% | -1.1% | -22.9% | -24.0% |
| 3M | -12.8% | -14.2% | +1.4% | -9.5% |
| 6M | -10.9% | +30.9% | -41.7% | -22.6% |
| YTD | -29.3% | -20.1% | -9.3% | -27.9% |
| 1Y | -26.9% | -8.1% | -18.8% | -31.1% |
| 3Y | +38.8% | -24.3% | +63.1% | +20.2% |
| All | +14.5% | -72.0% | +86.6% | +42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling