+21.6%
PATH vs INFQ
-40.0%
+61.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.1% | +9.4% | -3.1% |
| 7D | -5.6% | -21.1% | +15.5% | -4.7% |
| 30D | -0.7% | -40.7% | +40.0% | +0.8% |
| 3M | -5.9% | -31.4% | +25.6% | -4.8% |
| 6M | +21.6% | -38.5% | +60.1% | +26.0% |
| All | +21.6% | -40.0% | +61.6% | +26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling