-8.6%
PATH vs NVDX
-38.0%
+29.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.7% | +8.6% | +0.4% |
| 7D | -2.7% | -23.4% | +20.7% | -1.2% |
| 30D | -3.7% | -41.5% | +37.8% | -0.6% |
| 3M | -13.8% | -41.1% | +27.3% | -11.5% |
| 6M | +20.3% | -40.9% | +61.2% | +23.1% |
| YTD | -20.8% | -29.1% | +8.3% | -21.1% |
| All | -8.6% | -38.0% | +29.5% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling