-20.0%
PATH vs NVDX
+394.1%
-414.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -11.0% | +9.8% | +0.4% |
| 7D | -2.3% | -34.6% | +32.3% | +3.5% |
| 30D | -4.8% | -47.9% | +43.1% | +4.0% |
| 3M | -17.7% | -44.4% | +26.7% | -11.4% |
| 6M | +18.9% | -47.3% | +66.3% | +27.3% |
| YTD | -21.7% | -36.9% | +15.1% | -20.0% |
| 1Y | -9.6% | -46.8% | +37.2% | -5.3% |
| 3Y | -25.8% | +295.2% | -321.0% | -52.5% |
| All | -20.0% | +394.1% | -414.1% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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