-31.8%
INFY vs OVV
+52.0%
-83.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.7% |
| 7D | -7.2% | -3.7% | -3.5% | -6.8% |
| 30D | -11.2% | +8.0% | -19.2% | -12.0% |
| 3M | -7.4% | +11.3% | -18.7% | -8.9% |
| 6M | -21.3% | +24.0% | -45.3% | -23.9% |
| YTD | -36.2% | +65.3% | -101.5% | -41.0% |
| 1Y | -31.3% | +60.2% | -91.4% | -36.3% |
| All | -31.8% | +52.0% | -83.8% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling