-81.1%
PATH vs NVMI
+207.2%
-288.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.1% | +1.4% | -1.8% |
| 7D | -5.6% | -16.2% | +10.6% | +0.6% |
| 30D | -0.7% | -28.9% | +28.3% | +12.1% |
| 3M | -5.9% | -30.3% | +24.5% | +5.6% |
| 6M | +21.6% | -45.6% | +67.2% | +42.2% |
| YTD | -20.6% | -14.6% | -6.0% | -29.3% |
| 1Y | -10.6% | -18.1% | +7.5% | -19.3% |
| 3Y | -24.9% | +179.2% | -204.0% | -74.0% |
| 5Y | -76.8% | +122.4% | -199.2% | -91.0% |
| All | -81.1% | +207.2% | -288.4% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling