+40.0%
PATH vs NSC
+20.4%
+19.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.5% | -17.1% | -16.5% |
| 7D | -16.3% | -5.5% | -10.8% | -17.6% |
| 30D | +9.9% | -3.2% | +13.1% | +8.9% |
| 3M | +30.2% | +7.7% | +22.5% | +32.6% |
| 6M | +37.2% | +4.5% | +32.7% | +41.1% |
| YTD | -7.3% | +15.6% | -22.9% | -5.2% |
| 1Y | +40.0% | +19.8% | +20.2% | +32.4% |
| All | +40.0% | +20.4% | +19.6% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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