+874.0%
INFY vs OVV
+162.8%
+711.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.9% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | -6.2% | +11.7% | -18.0% | -8.2% |
| 3M | -4.9% | +9.8% | -14.7% | -6.8% |
| 6M | -16.6% | +26.6% | -43.1% | -20.6% |
| YTD | -32.9% | +67.0% | -99.9% | -39.5% |
| 1Y | -26.9% | +55.9% | -82.8% | -33.4% |
| 3Y | -26.6% | +45.5% | -72.1% | -33.9% |
| 5Y | -44.1% | +157.3% | -201.4% | -57.1% |
| 10Y | +90.0% | +65.0% | +25.0% | +21.9% |
| All | +874.0% | +162.8% | +711.2% | +481.1% |
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