-8.1%
PATH vs NVMI
+2.7%
-10.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.8% | +1.2% |
| 7D | -5.3% | +0.3% | -5.6% | -5.3% |
| 30D | -0.5% | -17.1% | +16.6% | -2.9% |
| 3M | -7.1% | -17.9% | +10.7% | -8.8% |
| 6M | +23.8% | -41.4% | +65.2% | +19.0% |
| YTD | -20.7% | -4.6% | -16.1% | -27.3% |
| 1Y | -8.1% | -0.3% | -7.8% | -16.1% |
| All | -8.1% | +2.7% | -10.7% | -16.1% |
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