-75.7%
PATH vs CTSH
-11.4%
-64.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.6% | -13.0% | -13.5% |
| 7D | -16.3% | -2.7% | -13.6% | -13.9% |
| 30D | +9.9% | +12.4% | -2.4% | +0.2% |
| 3M | +30.2% | +17.4% | +12.8% | +12.3% |
| 6M | +37.2% | -3.1% | +40.3% | +41.2% |
| YTD | -7.3% | -23.6% | +16.2% | +17.4% |
| 1Y | +40.0% | -10.8% | +50.8% | +53.3% |
| 3Y | -4.4% | -8.3% | +3.9% | +1.1% |
| All | -75.7% | -11.4% | -64.3% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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