-78.0%
PATH vs NBIX
+61.7%
-139.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.7% | -14.9% | -16.1% |
| 7D | -16.3% | +1.0% | -17.3% | -16.5% |
| 30D | +9.9% | -3.6% | +13.5% | +11.2% |
| 3M | +30.2% | -7.0% | +37.2% | +32.6% |
| 6M | +37.2% | +16.6% | +20.6% | +28.6% |
| YTD | -7.3% | +9.7% | -17.1% | -11.4% |
| 1Y | +40.0% | +10.9% | +29.1% | +33.2% |
| 3Y | -4.4% | +40.7% | -45.1% | -22.0% |
| 5Y | -76.0% | +62.3% | -138.4% | -83.3% |
| All | -78.0% | +61.7% | -139.7% | -84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling