-77.4%
PATH vs NVT
+227.4%
-304.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.7% | -7.9% | -2.9% |
| 7D | -2.7% | -7.5% | +4.8% | -1.1% |
| 30D | -3.7% | -31.5% | +27.8% | +8.8% |
| 3M | -13.8% | -30.4% | +16.6% | -4.8% |
| 6M | +20.3% | -32.5% | +52.8% | +31.5% |
| YTD | -20.8% | +12.9% | -33.7% | -36.9% |
| 1Y | -9.2% | +3.7% | -13.0% | -24.2% |
| 3Y | -21.8% | +135.8% | -157.5% | -67.2% |
| 5Y | -77.4% | +232.7% | -310.1% | -93.7% |
| All | -77.4% | +227.4% | -304.8% | -93.7% |
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