-80.4%
PATH vs NEM
+108.8%
-189.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.9% | -7.0% | +1.5% |
| 7D | -4.8% | +3.7% | -8.5% | -5.3% |
| 30D | +2.7% | +2.0% | +0.7% | +2.2% |
| 3M | -4.2% | +21.1% | -25.3% | -6.9% |
| 6M | +24.7% | +9.5% | +15.2% | +22.4% |
| YTD | -17.6% | +19.1% | -36.6% | -21.1% |
| 1Y | -5.3% | +51.1% | -56.4% | -13.2% |
| 3Y | -22.0% | +220.7% | -242.7% | -41.9% |
| 5Y | -76.5% | +147.1% | -223.6% | -82.4% |
| All | -80.4% | +108.8% | -189.2% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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