-3.6%
PATH vs NXT
+178.8%
-182.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.2% | -17.8% | -16.8% |
| 7D | -16.3% | -1.1% | -15.2% | -16.2% |
| 30D | +9.9% | -15.3% | +25.3% | +12.6% |
| 3M | +30.2% | -43.8% | +73.9% | +40.9% |
| 6M | +37.2% | -18.7% | +55.9% | +35.8% |
| YTD | -7.3% | -3.0% | -4.3% | -12.9% |
| 1Y | +40.0% | +22.7% | +17.3% | +25.4% |
| 3Y | -4.4% | +95.9% | -100.3% | -27.8% |
| All | -3.6% | +178.8% | -182.3% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling