+76.3%
INFY vs OVV
+57.3%
+19.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -9.8% | -2.9% | -6.9% | -9.5% |
| 30D | -13.4% | +0.9% | -14.3% | -13.5% |
| 3M | -7.2% | +11.0% | -18.3% | -8.4% |
| 6M | -20.6% | +22.3% | -42.9% | -22.7% |
| YTD | -37.5% | +65.1% | -102.5% | -41.2% |
| 1Y | -33.4% | +53.1% | -86.5% | -36.9% |
| 3Y | -32.4% | +46.7% | -79.1% | -36.6% |
| 5Y | -45.5% | +155.5% | -201.0% | -53.0% |
| All | +76.3% | +57.3% | +19.0% | +30.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling