-19.0%
PATH vs NVDX
+507.9%
-526.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.8% |
| 7D | -5.3% | -18.2% | +12.9% | -2.8% |
| 30D | -0.5% | -40.2% | +39.7% | +6.6% |
| 3M | -7.1% | -32.6% | +25.5% | -2.7% |
| 6M | +23.8% | -30.6% | +54.4% | +27.4% |
| YTD | -20.7% | -22.3% | +1.6% | -21.2% |
| 1Y | -8.1% | -27.1% | +19.1% | -8.2% |
| 3Y | -21.8% | +441.8% | -463.6% | -52.8% |
| All | -19.0% | +507.9% | -526.9% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling