+40.0%
PATH vs NXT
+26.2%
+13.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.2% | -17.8% | -16.7% |
| 7D | -16.3% | -1.1% | -15.2% | -16.3% |
| 30D | +9.9% | -15.3% | +25.3% | +11.2% |
| 3M | +30.2% | -43.8% | +73.9% | +34.7% |
| 6M | +37.2% | -18.7% | +55.9% | +30.8% |
| YTD | -7.3% | -3.0% | -4.3% | -21.0% |
| 1Y | +40.0% | +22.7% | +17.3% | +9.5% |
| All | +40.0% | +26.2% | +13.8% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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