+3,470.4%
TJX vs OVV
+162.8%
+3,307.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | +0.1% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | -17.1% | +11.7% | -28.9% | -18.4% |
| 3M | -16.5% | +9.8% | -26.3% | -17.7% |
| 6M | -17.8% | +26.6% | -44.4% | -20.8% |
| YTD | -13.2% | +67.0% | -80.2% | -19.6% |
| 1Y | -5.2% | +55.9% | -61.1% | -11.6% |
| 3Y | +48.2% | +45.5% | +2.7% | +36.8% |
| 5Y | +99.8% | +157.3% | -57.6% | +64.1% |
| 10Y | +291.1% | +65.0% | +226.1% | +182.2% |
| All | +3,470.4% | +162.8% | +3,307.7% | +1,515.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling