-1.5%
PATH vs NVDL
+1,315.4%
-1,316.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.0% | +8.7% | +1.1% |
| 7D | +0.7% | -17.5% | +18.2% | +3.5% |
| 30D | -1.1% | -49.2% | +48.1% | +9.3% |
| 3M | -14.2% | -49.0% | +34.8% | -5.7% |
| 6M | +30.9% | -50.9% | +81.8% | +42.6% |
| YTD | -20.1% | -36.7% | +16.6% | -18.2% |
| 1Y | -8.1% | -43.0% | +34.9% | -4.5% |
| 3Y | -24.3% | +281.1% | -305.4% | -54.2% |
| All | -1.5% | +1,315.4% | -1,316.9% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 10y: compounded portfolio wealth divided by compounded NVDL 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…
10y analysis · Full analysis span regression · 6 months rolling