+13.6%
NU vs PATH
-72.2%
+85.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -0.8% |
| 7D | -2.6% | -5.6% | +3.0% | -0.6% |
| 30D | -25.0% | -0.7% | -24.3% | -25.1% |
| 3M | -18.9% | -5.9% | -13.1% | -18.9% |
| 6M | -17.6% | +21.6% | -39.2% | -26.6% |
| YTD | -29.9% | -20.6% | -9.2% | -28.3% |
| 1Y | -27.4% | -10.6% | -16.8% | -30.8% |
| 3Y | +38.4% | -24.9% | +63.3% | +20.2% |
| All | +13.6% | -72.2% | +85.9% | +42.2% |
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