+46.4%
TJX vs OVV
+52.0%
-5.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.4% |
| 7D | -3.3% | -3.7% | +0.5% | -3.2% |
| 30D | -19.9% | +8.0% | -27.8% | -19.9% |
| 3M | -19.0% | +11.3% | -30.3% | -19.2% |
| 6M | -18.6% | +24.0% | -42.6% | -19.2% |
| YTD | -15.3% | +65.3% | -80.6% | -17.2% |
| 1Y | -7.3% | +60.2% | -67.5% | -9.3% |
| All | +46.4% | +52.0% | -5.6% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling