-21.8%
PATH vs NVD
-98.6%
+76.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.7% | -8.9% | +1.1% |
| 7D | -2.7% | +23.8% | -26.5% | +0.7% |
| 30D | -3.7% | +57.0% | -60.7% | +3.4% |
| 3M | -13.8% | +41.6% | -55.3% | -8.2% |
| 6M | +20.3% | +17.6% | +2.7% | +26.1% |
| YTD | -20.8% | -21.4% | +0.6% | -21.1% |
| 1Y | -9.2% | -23.3% | +14.0% | -9.3% |
| 3Y | -21.8% | -98.7% | +76.9% | -51.6% |
| All | -21.8% | -98.6% | +76.9% | -51.6% |
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