-74.9%
PATH vs NBIX
+65.8%
-140.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.9% |
| 7D | -23.9% | -1.1% | -22.8% | -23.5% |
| 30D | -11.8% | -3.3% | -8.5% | -10.9% |
| 3M | +29.0% | -2.7% | +31.7% | +29.6% |
| 6M | +19.7% | +20.6% | -0.9% | +11.1% |
| YTD | -15.4% | +10.4% | -25.8% | -19.2% |
| 1Y | +19.5% | +10.8% | +8.6% | +13.7% |
| 3Y | -24.9% | +43.3% | -68.2% | -39.1% |
| 5Y | -74.9% | +61.8% | -136.8% | -83.2% |
| All | -74.9% | +65.8% | -140.8% | -83.2% |
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