+250.5%
NVDA vs PATH
-22.5%
+273.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -5.3% |
| 7D | -18.3% | -2.3% | -16.0% | -17.9% |
| 30D | -26.3% | -4.8% | -21.5% | -25.7% |
| 3M | -22.3% | -17.7% | -4.6% | -20.1% |
| 6M | -21.3% | +18.9% | -40.2% | -25.4% |
| YTD | -9.2% | -21.7% | +12.5% | -6.7% |
| 1Y | -14.9% | -9.6% | -5.3% | -16.6% |
| 3Y | +250.5% | -25.8% | +276.3% | +247.3% |
| All | +250.5% | -22.5% | +273.0% | +247.3% |
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