-75.7%
PATH vs INFY
-43.9%
-31.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.2% | -13.4% | -14.2% |
| 7D | -16.3% | -2.9% | -13.4% | -14.1% |
| 30D | +9.9% | -6.2% | +16.2% | +15.8% |
| 3M | +30.2% | -4.9% | +35.1% | +34.5% |
| 6M | +37.2% | -16.6% | +53.8% | +56.4% |
| YTD | -7.3% | -32.9% | +25.6% | +22.5% |
| 1Y | +40.0% | -26.9% | +66.9% | +72.2% |
| 3Y | -4.4% | -26.6% | +22.2% | +11.6% |
| All | -75.7% | -43.9% | -31.7% | -66.7% |
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