-8.1%
PATH vs NVDL
-29.7%
+21.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.4% |
| 7D | -5.3% | -18.2% | +12.8% | -4.2% |
| 30D | -0.5% | -40.1% | +39.5% | +2.4% |
| 3M | -7.1% | -31.9% | +24.8% | -5.5% |
| 6M | +23.8% | -29.3% | +53.1% | +25.3% |
| YTD | -20.7% | -19.2% | -1.5% | -21.6% |
| 1Y | -8.1% | -23.3% | +15.2% | -7.9% |
| All | -8.1% | -29.7% | +21.6% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling