-45.2%
INFY vs ROIV
+319.8%
-365.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | -8.7% | +22.3% | -31.0% | -9.5% |
| 30D | -13.0% | +16.9% | -29.8% | -13.6% |
| 3M | -8.8% | +43.9% | -52.7% | -10.3% |
| 6M | -22.6% | +41.6% | -64.1% | -23.9% |
| YTD | -37.3% | +92.7% | -130.0% | -39.4% |
| 1Y | -33.4% | +210.2% | -243.5% | -37.0% |
| 3Y | -32.3% | +231.8% | -264.1% | -36.6% |
| 5Y | -45.2% | +319.8% | -365.0% | -52.0% |
| All | -45.2% | +319.8% | -365.0% | -52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling