+28.7%
PATH vs NVS
+28.2%
+0.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.7% | -17.2% |
| 7D | -16.3% | +4.0% | -20.3% | -15.0% |
| 30D | +9.9% | +3.6% | +6.3% | +11.6% |
| 3M | +30.2% | +7.8% | +22.4% | +34.5% |
| 6M | +37.2% | -0.2% | +37.4% | +40.1% |
| YTD | -7.3% | +19.6% | -26.9% | -5.6% |
| All | +28.7% | +28.2% | +0.5% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling