-76.5%
PATH vs NIO
-92.3%
+15.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.6% | +1.9% |
| 7D | -4.8% | -0.6% | -4.2% | -4.6% |
| 30D | +2.7% | -3.5% | +6.2% | +3.6% |
| 3M | -4.2% | -30.7% | +26.5% | +6.6% |
| 6M | +24.7% | -45.6% | +70.4% | +47.9% |
| YTD | -17.6% | -35.3% | +17.7% | -9.9% |
| 1Y | -5.3% | -53.9% | +48.6% | +15.0% |
| 3Y | -22.0% | -59.9% | +37.9% | -13.8% |
| 5Y | -76.5% | -92.3% | +15.8% | -64.9% |
| All | -76.5% | -92.3% | +15.8% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling