+1,405.2%
NVDA vs PATH
-76.8%
+1,482.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.6% | +17.5% | +5.6% |
| 7D | +5.9% | -16.3% | +22.2% | +10.8% |
| 30D | +5.1% | +9.9% | -4.8% | +1.3% |
| 3M | +5.4% | +30.2% | -24.8% | -4.4% |
| 6M | +26.0% | +37.2% | -11.2% | +10.7% |
| YTD | +23.7% | -7.3% | +31.0% | +21.3% |
| 1Y | +34.4% | +40.0% | -5.6% | +10.3% |
| 3Y | +375.8% | -4.4% | +380.2% | +304.8% |
| 5Y | +911.8% | -76.0% | +987.8% | +990.6% |
| All | +1,405.2% | -76.8% | +1,482.0% | +1,519.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling