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  • PATH vs NVTS✓SelectedUSD · NVTSPATH vs NVTS performance historyLatest closeAs of-16.63%09/04
Stock and ETF performance explorer

PATH vs NVTS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+30.2%
NVTS return
-58.9%
Excess return
+89.1%
Maximum drawdown
-18.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioNVTSExcessAlpha
1D-16.6%+6.3%-22.9%-16.8%
7D-16.3%+2.7%-19.0%-16.2%
30D+9.9%-4.5%+14.4%+10.3%
3M+30.2%-61.5%+91.7%+34.2%
All+30.2%-58.9%+89.1%+34.2%

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 3mo: 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…

3mo analysis · Full analysis span regression · Available span rolling