-21.8%
PATH vs NVT
+102.6%
-124.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.8% | +9.1% | -1.1% |
| 7D | -5.6% | -28.8% | +23.2% | +0.7% |
| 30D | -0.7% | -43.3% | +42.6% | +11.2% |
| 3M | -5.9% | -39.2% | +33.3% | +2.8% |
| 6M | +21.6% | -41.8% | +63.3% | +32.4% |
| YTD | -20.6% | -2.9% | -17.7% | -31.1% |
| 1Y | -10.6% | -12.0% | +1.4% | -18.9% |
| All | -21.8% | +102.6% | -124.3% | -68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling