+41.6%
TXN vs OVV
+61.5%
-20.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.6% | +1.8% |
| 7D | -0.1% | +0.3% | -0.3% | -0.1% |
| 30D | -6.9% | +11.7% | -18.7% | -6.6% |
| 3M | -14.9% | +9.8% | -24.7% | -14.5% |
| 6M | +29.0% | +26.6% | +2.4% | +27.7% |
| YTD | +51.5% | +67.0% | -15.6% | +44.5% |
| 1Y | +41.6% | +55.9% | -14.4% | +36.4% |
| All | +41.6% | +61.5% | -20.0% | +36.4% |
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