+1,209.2%
NVDA vs PATH
-79.4%
+1,288.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.9% | -6.1% | -4.0% |
| 7D | -7.1% | -4.8% | -2.3% | -5.8% |
| 30D | -16.2% | +2.7% | -18.9% | -17.1% |
| 3M | -5.5% | -4.2% | -1.3% | -5.9% |
| 6M | +1.1% | +24.7% | -23.7% | -8.5% |
| YTD | +7.6% | -17.6% | +25.1% | +8.4% |
| 1Y | +1.0% | -5.3% | +6.3% | -4.3% |
| 3Y | +346.0% | -22.0% | +368.0% | +306.6% |
| 5Y | +574.5% | -76.5% | +651.0% | +643.1% |
| All | +1,209.2% | -79.4% | +1,288.5% | +1,347.0% |
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