-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 | +2.4% | -2.3% | +4.7% | +4.0% |
| 7D | -2.7% | +0.5% | -3.2% | -3.5% |
| 30D | -1.4% | +13.6% | -14.9% | -11.3% |
| 3M | -16.4% | -2.4% | -14.0% | -15.6% |
| 6M | +23.3% | +2.2% | +21.1% | +20.0% |
| YTD | -19.8% | -29.5% | +9.7% | +0.3% |
| 1Y | -8.6% | -26.1% | +17.6% | +9.6% |
| 3Y | -24.0% | -19.7% | -4.3% | -17.8% |
| 5Y | -77.1% | -39.6% | -37.5% | -70.1% |
| All | -81.0% | -20.6% | -60.4% | -74.6% |
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