-81.2%
PATH vs NVO
+23.6%
-104.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | +0.8% | -6.1% | -5.4% |
| 30D | -0.5% | +5.4% | -5.9% | -1.5% |
| 3M | -7.1% | -11.2% | +4.0% | -5.0% |
| 6M | +23.8% | -10.8% | +34.6% | +25.9% |
| YTD | -20.7% | -16.8% | -3.9% | -18.8% |
| 1Y | -8.1% | -9.0% | +0.9% | -7.6% |
| 3Y | -21.8% | -56.5% | +34.7% | -13.2% |
| 5Y | -76.8% | -20.3% | -56.6% | -80.7% |
| All | -81.2% | +23.6% | -104.7% | -81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling