-76.8%
PATH vs NIO
-92.6%
+15.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -2.8% |
| 7D | -5.6% | -3.6% | -2.0% | -4.5% |
| 30D | -0.7% | -8.0% | +7.4% | +1.7% |
| 3M | -5.9% | -31.2% | +25.3% | +4.9% |
| 6M | +21.6% | -45.8% | +67.4% | +44.2% |
| YTD | -20.6% | -37.3% | +16.6% | -12.4% |
| 1Y | -10.6% | -56.1% | +45.5% | +10.3% |
| 3Y | -24.9% | -61.1% | +36.2% | -16.2% |
| 5Y | -76.8% | -92.4% | +15.6% | -64.8% |
| All | -76.8% | -92.6% | +15.8% | -64.8% |
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