+40.0%
PATH vs NVO
-12.6%
+52.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.7% | -16.2% |
| 7D | -16.3% | +2.2% | -18.5% | -16.6% |
| 30D | +9.9% | +6.0% | +3.9% | +8.6% |
| 3M | +30.2% | +7.9% | +22.3% | +27.5% |
| 6M | +37.2% | +27.1% | +10.1% | +28.1% |
| YTD | -7.3% | -3.8% | -3.5% | -7.1% |
| 1Y | +40.0% | -12.8% | +52.8% | +46.0% |
| All | +40.0% | -12.6% | +52.6% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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