-81.0%
PATH vs NVMI
+273.4%
-354.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +0.7% |
| 7D | -2.7% | +15.3% | -18.1% | -8.1% |
| 30D | -1.4% | +0.1% | -1.4% | -2.0% |
| 3M | -16.4% | -14.0% | -2.4% | -13.5% |
| 6M | +23.3% | -35.2% | +58.5% | +35.5% |
| YTD | -19.8% | +3.7% | -23.6% | -33.8% |
| 1Y | -8.6% | +10.3% | -18.8% | -27.3% |
| 3Y | -24.0% | +204.8% | -228.9% | -73.4% |
| 5Y | -77.1% | +158.9% | -236.0% | -91.6% |
| All | -81.0% | +273.4% | -354.3% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling