-9.6%
PATH vs NVTS
+11.7%
-21.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.0% |
| 7D | -2.3% | +9.6% | -11.9% | -3.0% |
| 30D | -4.8% | -13.0% | +8.2% | -4.3% |
| 3M | -17.7% | -28.8% | +11.1% | -16.3% |
| 6M | +18.9% | -48.5% | +67.4% | +19.8% |
| YTD | -21.7% | +31.4% | -53.1% | -41.2% |
| 1Y | -9.6% | -2.3% | -7.4% | -17.4% |
| All | -9.6% | +11.7% | -21.3% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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