+40.0%
PATH vs NVMI
+53.9%
-13.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +5.5% | -22.1% | -16.7% |
| 7D | -16.3% | +6.6% | -22.9% | -16.4% |
| 30D | +9.9% | -7.5% | +17.4% | +10.3% |
| 3M | +30.2% | -28.5% | +58.7% | +31.5% |
| 6M | +37.2% | -15.7% | +53.0% | +31.2% |
| YTD | -7.3% | +13.3% | -20.6% | -24.2% |
| 1Y | +40.0% | +48.3% | -8.3% | -1.8% |
| All | +40.0% | +53.9% | -13.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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