+923.1%
INFY vs OVV
+166.6%
+756.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -1.7% | +8.0% | -9.7% | -3.1% |
| 30D | +7.1% | -2.0% | +9.1% | +7.2% |
| 3M | -1.0% | +5.4% | -6.4% | -2.2% |
| 6M | +5.9% | +14.3% | -8.4% | +2.7% |
| YTD | -29.5% | +69.4% | -99.0% | -36.8% |
| 1Y | -26.0% | +72.4% | -98.3% | -33.9% |
| 3Y | -19.4% | +58.4% | -77.8% | -28.5% |
| 5Y | -40.9% | +106.1% | -147.0% | -52.7% |
| 10Y | +121.9% | +59.6% | +62.2% | +44.6% |
| All | +923.1% | +166.6% | +756.6% | +507.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling