+34.4%
NVDA vs PATH
+39.0%
-4.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.6% | +17.5% | +2.0% |
| 7D | +5.9% | -16.3% | +22.2% | +7.1% |
| 30D | +5.1% | +9.9% | -4.8% | +4.3% |
| 3M | +5.4% | +30.2% | -24.8% | +3.3% |
| 6M | +26.0% | +37.2% | -11.2% | +23.0% |
| YTD | +23.7% | -7.3% | +31.0% | +25.5% |
| 1Y | +34.4% | +40.0% | -5.6% | +29.0% |
| All | +34.4% | +39.0% | -4.6% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling