-23.7%
PATH vs NVO
-54.9%
+31.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.5% | +2.3% |
| 7D | -2.7% | -2.6% | -0.2% | -2.4% |
| 30D | -1.4% | +6.5% | -7.9% | -2.2% |
| 3M | -16.4% | -11.8% | -4.6% | -15.0% |
| 6M | +23.3% | -10.3% | +33.6% | +24.8% |
| YTD | -19.8% | -15.2% | -4.6% | -18.7% |
| 1Y | -8.6% | -12.2% | +3.7% | -7.6% |
| All | -23.7% | -54.9% | +31.2% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling