-21.8%
PATH vs NVD
-98.8%
+77.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.4% | -0.9% |
| 7D | -5.3% | +16.8% | -22.2% | -2.8% |
| 30D | -0.5% | +54.3% | -54.9% | +6.5% |
| 3M | -7.1% | +24.3% | -31.4% | -3.0% |
| 6M | +23.8% | +0.6% | +23.2% | +26.8% |
| YTD | -20.7% | -27.7% | +7.0% | -22.0% |
| 1Y | -8.1% | -29.4% | +21.4% | -9.3% |
| 3Y | -21.8% | -98.8% | +77.0% | -52.0% |
| All | -21.8% | -98.8% | +77.0% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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