+16.5%
NU vs PATH
-72.2%
+88.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.5% | +2.5% |
| 7D | +3.6% | -5.3% | +8.9% | +5.6% |
| 30D | -22.8% | -0.5% | -22.3% | -22.9% |
| 3M | -14.8% | -7.1% | -7.7% | -14.4% |
| 6M | -16.9% | +23.8% | -40.7% | -26.5% |
| YTD | -28.1% | -20.7% | -7.5% | -26.5% |
| 1Y | -24.5% | -8.1% | -16.5% | -28.9% |
| 3Y | +44.8% | -21.8% | +66.6% | +22.9% |
| All | +16.5% | -72.2% | +88.7% | +45.7% |
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 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