-18.8%
PATH vs NIO
-60.9%
+42.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.6% | +2.5% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | +2.7% | -3.5% | +6.2% | +3.1% |
| 3M | -4.2% | -30.7% | +26.5% | 0.0% |
| 6M | +24.7% | -45.6% | +70.4% | +33.4% |
| YTD | -17.6% | -35.3% | +17.7% | -14.6% |
| 1Y | -5.3% | -53.9% | +48.6% | +2.3% |
| All | -18.8% | -60.9% | +42.2% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling