-22.9%
PATH vs NVO
-54.3%
+31.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.9% |
| 7D | +2.1% | +3.3% | -1.2% | +1.6% |
| 30D | +1.6% | +9.2% | -7.6% | +0.4% |
| 3M | -20.4% | -9.8% | -10.7% | -19.3% |
| 6M | +40.1% | -10.4% | +50.6% | +41.9% |
| YTD | -19.0% | -14.1% | -4.9% | -18.0% |
| 1Y | -5.8% | -11.1% | +5.3% | -5.0% |
| 3Y | -22.9% | -54.9% | +32.0% | -4.4% |
| All | -22.9% | -54.3% | +31.4% | -4.4% |
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