-75.2%
PATH vs NVTS
-54.3%
-20.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.7% | +2.2% |
| 7D | +2.1% | +3.9% | -1.9% | +1.4% |
| 30D | +1.6% | -4.3% | +5.9% | +1.5% |
| 3M | -20.4% | -34.5% | +14.0% | -17.0% |
| 6M | +40.1% | -57.7% | +97.8% | +50.4% |
| YTD | -19.0% | +25.4% | -44.4% | -29.9% |
| 1Y | -5.8% | +13.1% | -19.0% | -17.0% |
| 3Y | -22.9% | +48.9% | -71.9% | -45.8% |
| All | -75.2% | -54.3% | -20.9% | -82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling