+1,120.9%
NVDA vs PATH
-80.2%
+1,201.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -8.8% | -5.3% | -3.5% | -7.3% |
| 30D | -21.4% | -0.5% | -20.9% | -21.4% |
| 3M | -14.7% | -7.1% | -7.5% | -14.2% |
| 6M | -10.0% | +23.8% | -33.8% | -18.3% |
| YTD | +0.3% | -20.7% | +21.0% | +2.3% |
| 1Y | -0.5% | -8.1% | +7.5% | -4.9% |
| 3Y | +309.2% | -21.8% | +331.0% | +272.0% |
| 5Y | +530.1% | -76.8% | +606.9% | +599.6% |
| All | +1,120.9% | -80.2% | +1,201.1% | +1,265.4% |
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