-5.2%
TJX vs OVV
+61.5%
-66.7%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | -0.3% |
| 7D | -2.2% | +0.3% | -2.5% | -2.2% |
| 30D | -17.1% | +11.7% | -28.9% | -16.1% |
| 3M | -16.5% | +9.8% | -26.3% | -15.6% |
| 6M | -17.8% | +26.6% | -44.4% | -16.3% |
| YTD | -13.2% | +67.0% | -80.2% | -11.4% |
| 1Y | -5.2% | +55.9% | -61.1% | -3.0% |
| All | -5.2% | +61.5% | -66.7% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling