-23.9%
PATH vs NVDX
+280.8%
-304.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.0% | +8.7% | +1.0% |
| 7D | +0.7% | -17.5% | +18.2% | +3.2% |
| 30D | -1.1% | -49.2% | +48.1% | +8.1% |
| 3M | -14.2% | -49.3% | +35.2% | -6.5% |
| 6M | +30.9% | -52.0% | +82.8% | +41.8% |
| YTD | -20.1% | -39.1% | +19.0% | -18.0% |
| 1Y | -8.1% | -45.8% | +37.7% | -4.1% |
| All | -23.9% | +280.8% | -304.7% | -48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling