-75.2%
PATH vs INFY
-41.2%
-34.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.1% | -1.7% | +3.8% | +3.2% |
| 30D | +1.6% | +7.1% | -5.4% | -4.6% |
| 3M | -20.4% | -1.0% | -19.5% | -20.6% |
| 6M | +40.1% | +5.9% | +34.3% | +32.4% |
| YTD | -19.0% | -29.5% | +10.5% | +2.4% |
| 1Y | -5.8% | -26.0% | +20.1% | +13.5% |
| 3Y | -22.9% | -19.4% | -3.5% | -17.8% |
| All | -75.2% | -41.2% | -34.0% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling