-79.7%
PATH vs NRG
+269.4%
-349.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.5% | -8.3% | -7.9% |
| 7D | -22.8% | +9.3% | -32.0% | -24.3% |
| 30D | -6.9% | +1.3% | -8.2% | -7.6% |
| 3M | +25.4% | -6.0% | +31.4% | +24.0% |
| 6M | +18.1% | -22.0% | +40.1% | +21.1% |
| YTD | -14.5% | -24.1% | +9.6% | -12.8% |
| 1Y | +18.7% | -18.0% | +36.8% | +18.1% |
| 3Y | -24.2% | +220.0% | -244.2% | -58.3% |
| 5Y | -75.2% | +201.1% | -276.3% | -86.3% |
| All | -79.7% | +269.4% | -349.1% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NRG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling