-8.6%
PATH vs NVS
+33.1%
-41.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.1% |
| 7D | -2.7% | +1.3% | -4.0% | -2.6% |
| 30D | -3.7% | +13.9% | -17.6% | -2.6% |
| 3M | -13.8% | +4.7% | -18.5% | -12.5% |
| 6M | +20.3% | +12.1% | +8.2% | +26.4% |
| YTD | -20.8% | +22.3% | -43.1% | -17.4% |
| All | -8.6% | +33.1% | -41.7% | -1.9% |
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