-81.4%
PATH vs INFY
-18.7%
-62.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.3% |
| 7D | -2.3% | +5.5% | -7.8% | -6.3% |
| 30D | -4.8% | +17.3% | -22.2% | -16.3% |
| 3M | -17.7% | +0.2% | -17.9% | -18.4% |
| 6M | +18.9% | +0.3% | +18.7% | +17.3% |
| YTD | -21.7% | -27.8% | +6.1% | -3.6% |
| 1Y | -9.6% | -23.3% | +13.6% | +5.4% |
| 3Y | -25.8% | -17.8% | -8.0% | -21.0% |
| 5Y | -77.1% | -37.5% | -39.5% | -70.7% |
| All | -81.4% | -18.7% | -62.7% | -75.6% |
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