-21.6%
PATH vs NVS
+91.5%
-113.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.3% | +1.1% | -6.4% | -5.3% |
| 30D | -0.5% | +13.4% | -14.0% | -0.9% |
| 3M | -7.1% | +5.4% | -12.6% | -6.9% |
| 6M | +23.8% | +9.6% | +14.2% | +24.4% |
| YTD | -20.7% | +21.5% | -42.2% | -21.7% |
| 1Y | -8.1% | +32.3% | -40.4% | -10.4% |
| All | -21.6% | +91.5% | -113.2% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling