-26.0%
INFY vs ROIV
+87.6%
-113.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -0.1% |
| 7D | -1.7% | +1.7% | -3.4% | -1.6% |
| 30D | +7.1% | +17.6% | -10.5% | +7.8% |
| 3M | -1.0% | +9.0% | -9.9% | -0.2% |
| 6M | +5.9% | +35.3% | -29.4% | +5.1% |
| YTD | -29.5% | +82.2% | -111.7% | -30.5% |
| 1Y | -26.0% | +92.3% | -118.2% | -27.6% |
| All | -26.0% | +87.6% | -113.6% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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