-75.6%
PATH vs NBIX
+89.8%
-165.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.6% |
| 7D | +0.7% | +6.0% | -5.3% | -1.3% |
| 30D | -1.1% | +25.4% | -26.5% | -8.7% |
| 3M | -14.2% | +8.2% | -22.4% | -16.8% |
| 6M | +30.9% | +8.7% | +22.1% | +25.9% |
| YTD | -20.1% | +19.4% | -39.5% | -26.2% |
| 1Y | -8.1% | +15.4% | -23.4% | -14.0% |
| 3Y | -24.3% | +58.1% | -82.3% | -42.1% |
| 5Y | -75.6% | +92.5% | -168.1% | -84.1% |
| All | -75.6% | +89.8% | -165.5% | -84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling