-81.1%
PATH vs NVS
+121.1%
-202.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -3.4% |
| 7D | -5.6% | +0.5% | -6.1% | -5.7% |
| 30D | -0.7% | +15.0% | -15.7% | -3.2% |
| 3M | -5.9% | +4.8% | -10.7% | -6.6% |
| 6M | +21.6% | +11.3% | +10.3% | +18.9% |
| YTD | -20.6% | +21.0% | -41.6% | -24.7% |
| 1Y | -10.6% | +33.0% | -43.5% | -17.7% |
| 3Y | -24.9% | +93.6% | -118.5% | -40.2% |
| 5Y | -76.8% | +133.4% | -210.3% | -83.0% |
| All | -81.1% | +121.1% | -202.2% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling