+1,087.9%
NVDA vs PATH
-80.1%
+1,168.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.6% | -8.2% |
| 7D | -15.0% | -5.6% | -9.4% | -13.6% |
| 30D | -24.1% | -0.7% | -23.4% | -24.1% |
| 3M | -17.1% | -5.9% | -11.2% | -16.9% |
| 6M | -7.4% | +21.6% | -29.0% | -15.4% |
| YTD | -2.4% | -20.6% | +18.2% | -0.5% |
| 1Y | -6.7% | -10.6% | +3.8% | -10.0% |
| 3Y | +304.7% | -24.9% | +329.6% | +273.2% |
| 5Y | +513.1% | -76.8% | +589.9% | +580.6% |
| All | +1,087.9% | -80.1% | +1,168.1% | +1,228.2% |
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 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