-81.0%
PATH vs INFY
-20.6%
-60.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +0.7% | -4.0% | +4.7% | +3.5% |
| 30D | -1.1% | +7.8% | -8.9% | -7.4% |
| 3M | -14.2% | +0.1% | -14.2% | -14.9% |
| 6M | +30.9% | +4.2% | +26.7% | +25.5% |
| YTD | -20.1% | -29.5% | +9.5% | +0.1% |
| 1Y | -8.1% | -26.5% | +18.5% | +10.7% |
| 3Y | -24.3% | -19.8% | -4.5% | -18.0% |
| 5Y | -75.6% | -40.9% | -34.7% | -68.0% |
| All | -81.0% | -20.6% | -60.4% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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