+40.0%
PATH vs NIO
-37.4%
+77.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.6% | -15.1% | -16.5% |
| 7D | -16.3% | -13.0% | -3.3% | -15.4% |
| 30D | +9.9% | -18.3% | +28.2% | +11.6% |
| 3M | +30.2% | -33.2% | +63.4% | +33.6% |
| 6M | +37.2% | -21.5% | +58.7% | +36.8% |
| YTD | -7.3% | -25.5% | +18.2% | -7.0% |
| 1Y | +40.0% | -38.0% | +78.0% | +45.1% |
| All | +40.0% | -37.4% | +77.4% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 1y: compounded portfolio wealth divided by compounded NIO 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…
1y analysis · Full analysis span regression · 6 months rolling