+21.3%
PATH vs INFQ
-40.5%
+61.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.3% |
| 7D | +2.1% | -4.6% | +6.7% | +2.1% |
| 30D | +1.6% | -6.9% | +8.5% | +1.7% |
| 3M | -20.4% | -30.4% | +9.9% | -20.4% |
| 6M | +40.1% | -36.2% | +76.3% | +42.6% |
| All | +21.3% | -40.5% | +61.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 10y: compounded portfolio wealth divided by compounded INFQ 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…
10y analysis · Full analysis span regression · 6 months rolling