-81.0%
PATH vs NVS
+118.8%
-199.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.7% | -1.0% | +1.7% | +0.9% |
| 30D | -1.1% | +12.5% | -13.7% | -3.3% |
| 3M | -14.2% | +5.2% | -19.4% | -14.9% |
| 6M | +30.9% | +8.2% | +22.7% | +28.8% |
| YTD | -20.1% | +19.8% | -39.8% | -24.0% |
| 1Y | -8.1% | +24.8% | -32.9% | -13.8% |
| 3Y | -24.3% | +90.0% | -114.3% | -39.4% |
| 5Y | -75.6% | +134.3% | -209.9% | -82.1% |
| All | -81.0% | +118.8% | -199.8% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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