-5.3%
PATH vs NVMI
-11.6%
+6.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +2.6% |
| 7D | -4.8% | -11.8% | +7.0% | -6.1% |
| 30D | +2.7% | -24.8% | +27.5% | -0.6% |
| 3M | -4.2% | -28.6% | +24.4% | -6.9% |
| 6M | +24.7% | -40.0% | +64.8% | +19.6% |
| YTD | -17.6% | -10.1% | -7.5% | -26.1% |
| 1Y | -5.3% | -9.8% | +4.4% | -15.0% |
| All | -5.3% | -11.6% | +6.3% | -15.0% |
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