-80.8%
PATH vs NVO
+27.6%
-108.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.8% |
| 7D | +2.1% | +3.3% | -1.2% | +1.4% |
| 30D | +1.6% | +9.2% | -7.6% | -0.1% |
| 3M | -20.4% | -9.8% | -10.7% | -18.9% |
| 6M | +40.1% | -10.4% | +50.6% | +42.5% |
| YTD | -19.0% | -14.1% | -4.9% | -17.7% |
| 1Y | -5.8% | -11.1% | +5.3% | -5.0% |
| 3Y | -22.9% | -54.9% | +32.0% | -15.1% |
| 5Y | -75.3% | -17.4% | -57.8% | -79.5% |
| All | -80.8% | +27.6% | -108.4% | -80.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling