-10.7%
PATH vs NVDL
-41.7%
+31.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.9% | +9.8% | -0.4% |
| 7D | -2.3% | -34.5% | +32.2% | +0.4% |
| 30D | -4.8% | -47.7% | +42.9% | -0.9% |
| 3M | -17.7% | -43.9% | +26.2% | -15.0% |
| 6M | +18.9% | -46.4% | +65.3% | +22.6% |
| YTD | -21.7% | -34.3% | +12.6% | -21.7% |
| All | -10.7% | -41.7% | +31.0% | -5.0% |
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