-77.0%
PATH vs INFY
-38.7%
-38.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | +1.6% |
| 7D | -5.3% | -0.4% | -4.9% | -5.4% |
| 30D | -0.5% | +18.5% | -19.0% | -13.6% |
| 3M | -7.1% | +1.1% | -8.3% | -8.5% |
| 6M | +23.8% | +1.0% | +22.8% | +21.3% |
| YTD | -20.7% | -28.3% | +7.7% | -0.9% |
| 1Y | -8.1% | -21.1% | +13.0% | +5.3% |
| 3Y | -21.8% | -19.5% | -2.3% | -16.0% |
| All | -77.0% | -38.7% | -38.3% | -69.7% |
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 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