+375.4%
NVDA vs PATH
-3.6%
+379.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.6% | +17.5% | +4.0% |
| 7D | +5.9% | -16.3% | +22.2% | +9.1% |
| 30D | +5.1% | +9.9% | -4.8% | +2.6% |
| 3M | +5.4% | +30.2% | -24.8% | -1.0% |
| 6M | +26.0% | +37.2% | -11.2% | +16.0% |
| YTD | +23.7% | -7.3% | +31.0% | +23.5% |
| 1Y | +34.4% | +40.0% | -5.6% | +16.9% |
| All | +375.4% | -3.6% | +379.0% | +335.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling