-75.2%
PATH vs NVT
+226.5%
-301.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +2.1% | +8.0% | -5.9% | -0.8% |
| 30D | +1.6% | -24.8% | +26.4% | +10.7% |
| 3M | -20.4% | -32.4% | +12.0% | -10.9% |
| 6M | +40.1% | -33.5% | +73.6% | +54.4% |
| YTD | -19.0% | +13.2% | -32.2% | -35.6% |
| 1Y | -5.8% | +9.0% | -14.8% | -23.5% |
| 3Y | -22.9% | +129.4% | -152.3% | -66.9% |
| All | -75.2% | +226.5% | -301.8% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling