-8.1%
PATH vs NVT
+5.4%
-13.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.4% |
| 7D | +0.7% | +17.4% | -16.7% | +1.9% |
| 30D | -1.1% | -28.4% | +27.2% | -4.0% |
| 3M | -14.2% | -32.4% | +18.3% | -16.5% |
| 6M | +30.9% | -32.2% | +63.0% | +27.8% |
| YTD | -20.1% | +14.0% | -34.1% | -29.6% |
| 1Y | -8.1% | +4.3% | -12.4% | -10.0% |
| All | -8.1% | +5.4% | -13.5% | -10.0% |
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