-9.6%
PATH vs NVT
-0.2%
-9.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.3% |
| 7D | -2.3% | -13.0% | +10.7% | -3.5% |
| 30D | -4.8% | -32.7% | +27.9% | -8.1% |
| 3M | -17.7% | -30.6% | +12.9% | -19.9% |
| 6M | +18.9% | -33.6% | +52.5% | +15.9% |
| YTD | -21.7% | +11.0% | -32.7% | -30.7% |
| 1Y | -9.6% | +0.8% | -10.4% | -10.9% |
| All | -9.6% | -0.2% | -9.4% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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