-77.0%
PATH vs NVT
+201.4%
-278.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.0% | -8.0% | -2.9% |
| 7D | -5.3% | -15.7% | +10.4% | -0.4% |
| 30D | -0.5% | -36.6% | +36.1% | +15.6% |
| 3M | -7.1% | -34.8% | +27.7% | +5.0% |
| 6M | +23.8% | -38.2% | +62.0% | +40.0% |
| YTD | -20.7% | +4.8% | -25.5% | -35.0% |
| 1Y | -8.1% | -2.8% | -5.3% | -21.5% |
| 3Y | -21.8% | +119.5% | -141.4% | -66.3% |
| All | -77.0% | +201.4% | -278.4% | -93.4% |
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