+1,068.8%
NVDA vs PATH
-80.2%
+1,149.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -11.6% | -2.7% | -8.9% | -10.9% |
| 30D | -22.1% | -3.7% | -18.4% | -21.3% |
| 3M | -20.1% | -13.8% | -6.4% | -17.9% |
| 6M | -16.8% | +20.3% | -37.1% | -23.7% |
| YTD | -4.0% | -20.8% | +16.8% | -2.1% |
| 1Y | -4.8% | -9.2% | +4.4% | -8.6% |
| 3Y | +281.7% | -21.8% | +303.5% | +247.1% |
| 5Y | +485.4% | -77.4% | +562.8% | +552.8% |
| All | +1,068.8% | -80.2% | +1,149.0% | +1,207.7% |
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