-33.1%
INFY vs ROIV
+230.5%
-263.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | -8.7% | +22.3% | -31.0% | -9.8% |
| 30D | -13.0% | +16.9% | -29.8% | -13.8% |
| 3M | -8.8% | +43.9% | -52.7% | -11.5% |
| 6M | -22.6% | +41.6% | -64.1% | -24.9% |
| YTD | -37.3% | +92.7% | -130.0% | -41.1% |
| 1Y | -33.4% | +210.2% | -243.5% | -40.6% |
| All | -33.1% | +230.5% | -263.6% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling