-80.1%
PATH vs NBIX
+62.3%
-142.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -9.5% | +0.4% | -9.9% | -9.6% |
| 30D | -9.9% | -0.2% | -9.7% | -9.9% |
| 3M | +29.1% | -4.0% | +33.1% | +30.2% |
| 6M | +11.1% | +20.6% | -9.5% | +3.0% |
| YTD | -16.1% | +10.1% | -26.3% | -19.9% |
| 1Y | +17.6% | +8.8% | +8.8% | +12.6% |
| 3Y | -28.3% | +42.5% | -70.8% | -41.8% |
| 5Y | -75.2% | +61.5% | -136.6% | -82.6% |
| All | -80.1% | +62.3% | -142.4% | -86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling