-23.3%
INFY vs OVV
+75.2%
-98.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +2.7% |
| 7D | +1.2% | -12.1% | +13.4% | +1.5% |
| 30D | +13.8% | +2.9% | +10.9% | +13.5% |
| 3M | -2.9% | +3.7% | -6.5% | -3.0% |
| 6M | +2.2% | +0.6% | +1.5% | +0.8% |
| YTD | -29.8% | +62.5% | -92.3% | -29.8% |
| 1Y | -23.3% | +72.0% | -95.3% | -23.2% |
| All | -23.3% | +75.2% | -98.4% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling