+72.4%
OVV vs TXT
+1.6%
+70.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.7% |
| 7D | +8.0% | +0.1% | +7.9% | +8.1% |
| 30D | -2.0% | +13.3% | -15.4% | -0.8% |
| 3M | +5.4% | -5.0% | +10.4% | +4.6% |
| 6M | +14.3% | -8.4% | +22.7% | +13.4% |
| YTD | +69.4% | -4.0% | +73.4% | +64.8% |
| 1Y | +72.4% | +2.8% | +69.6% | +66.2% |
| All | +72.4% | +1.6% | +70.8% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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